Expense allocation is an area of regulatory risk, as finance, legal, and compliance professionals at asset management firms know all too well. The SEC Division of Examinations (EXAMS) scrutinizes ...
Across organizations of all types, manager training is broken. To start, many managers don’t get any training at all. According to a 2018 study by West Monroe, a digital consulting firm, 59% of ...
NEW YORK — Omgeo LLC today announced that it will begin testing a new Web-based trade allocation management tool next month that could eliminate the need for fax and telephone communications in the ...
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