Dual-share ETFs: Top questions from asset managers
The SEC recently signaled its intent to bring regulatory shifts in the exchange-traded funds (ETFs) space. Here, we share our top recommendations to prepare for dual-share ETFs.
Interval and tender-offer fund distribution strategies
When it comes to registered products, a solid investment strategy paired with intentional distribution strategies is essential.
Public, nontraded business development companies (BDCs) vs. tender-offer funds
Recently, we have seen increasing interest in public, nontraded BDCs among our clients who offer interval funds or tender-offer funds.
Defining the role of a bond trustee or paying agent
Bond trustee services are critical to corporate and municipal marketplaces. Here we explain the role of a trustee through the stages of a bond issuance.
Recapping the 2025 markets
As the year comes to a close, we recap the 2025 market fluctuations and look ahead to the Fed's reinvestment strategy for the coming year.
Community banks: Performance and planning lead to a performance consulting suite
The combination of financial analysis and performance metrics is often known as a performance consulting suite, which begins with forecasting and budgeting systems.
Why private equity leaders are moving to outsourced fund administration
Here, we explore why private equity leaders and investment managers continue to outsource private equity fund administration.
Insurance custody: Seven questions to ask your custodian
Insurance companies often stick with one custodian for years. We've prepared some questions to help you identify limitations.
Pre-need trusts vs. Pre-need insurance for funeral planning
Read how funeral homes help customers plan for future funeral costs with different payment options, such as pre-need trust and pre-need insurance.
Not just dollars: Why U.S. firms should consider transacting in foreign currencies
Many executives at U.S. firms recognize the advantages of conducting trade in foreign currencies. Here, we share the benefits, risks and costs.
