Paul Soltis is the global market manager for software firm Confluence.

Paul Soltis

Global Market Manager

Paul Soltis is the global market manager for software firm Confluence.

Form N-PORT

The industry is prepping for a major reporting overhaul

The Form N-PORT compliance era official begins in the second quarter of 2018.

By Paul Soltis

December 28
Form N-PORT

Industry preps for major reporting overhaul

Institutions are regularly compiling large amounts of data in their quest for enhanced disclosure, an expert writes.

By Paul Soltis

October 30

TRENDING

Stimulus bill

Here are the major parts of $1.9T Biden relief plan

The proposal includes a wave of new spending, including more direct payments to households and an expansion of jobless benefits.

By Laura Davison

January 15
Compliance

Ex-broker arrested after Capitol riot dies by suicide: authorities

The 25-year industry veteran of four wealth managers and a trust company faced a charge of unlawful entry on public property.

By Tobias Salinger

January 15
Retirement planning

RMDs are back: What advisors need to know in 2021

After a waiver, required minimum distributions from certain retirement accounts — including traditional IRAs and 401(k)s —return for 2021.

By Don Korn

January 15