The Internet Broadcasting Co. has created a new Internet service that will help fund companies and defined contribution plan administrators deliver SEC documents to shareholders electronically. The service, called i-Fulfillment, is being marketed as a means of cutting down on mailing costs and sending compliance documents faster. "We can deliver those same materials faster and more reliably at a cost that is approximately 75 percent less than that of traditional distribution methods," Brad Levine, CEO of the IBC said in a statement. Levine says fund companies send 760 million pieces of mail to shareholders annually.
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A deal is more than just a top-line number and misalignment in culture and communications can cause conflict down the line.
April 8 -
SEC regulators instead take aim at their predecessors in the Biden Administration, saying the outsized fines were partly the result of a desire to "pursue media headlines and run up numbers."
April 8 -
One of the asset management firms also took home the independent research firm's overall award for "exemplary stewardship."
April 8 -
Gabe Lapito thinks many RIA owners who sell their businesses are looking for a big check to fund their retirement. But he and his partners, almost all in their 30s or early 40s, instead set their sights on adding new clients and assets.
April 7 -
Advisors with asset minimums find themselves rejecting clients arbitrarily and can often feel disconnected from their clients' planning goals.
April 7 -
The Minneapolis-based company plans to leverage the arrangement to draw more attention to its growing list of national business lines, transcending its regional reputation.
April 7









