The network for financial advisors
The network for financial advisors
Login
Register
Resources
Events
Practice
Portfolio
Industry
Voices
Search
Search
Practice
Portfolio
Industry
Voices
Resources
Events
search goes here
Paul Soltis
Paul Soltis is the global market manager for software firm Confluence.
The industry is prepping for a major reporting overhaul
The Form N-PORT compliance era official begins in the second quarter of 2018.
Voices
Industry preps for major reporting overhaul
Paul Soltis
Global Market Manager
Confluence
Institutions are regularly compiling large amounts of data in their quest for enhanced disclosure, an expert writes.
