STP Knowledge Hub

STP in the News: Leaders in Fund Admin Services & Compliance

Relevant industry content we've curated covering a wide range of topics

Shared Insights

STP Integrates Passthrough with BluePrint to Streamline Investor Onboarding and Fund Administration

January 2026

Integration connects investor onboarding workflows directly to STP’s BluePrint platform, reducing manual processes and improving data flow.

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Shared Insights

SEC Loses ‘Checks and Balances’ after Last Democrat’s Exit

January 2026

Cynthia Kelly comments on Last Democrat Commissioner’s Exit in FundFire

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Shared Insights

SEC targets disclosure failures tied to paid advisor ratings, awards

January 2026

Lori Weston shares her perspective with Investment News on the SEC’s latest risk alert on usage of client testimonials or third-party ratings in marketing.

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Shared Insights

Buyer’s Remorse: When New Tech Causes Novel Headaches

January 2026

Jeff Hooks shares insights on the Fidelity vs Broadcom situation and the lesson for firms outsourcing their tech.

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Shared Insights

Why Investment Managers Must Rebuild Their Operating Models, Not Just Their Technology

January 2026

Jeff Hooks writes a commentary piece for The Trade Magazine on why investment managers must go beyond technology to reduce complexity and drive scalability.

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Shared Insights

Hungry for a Hedge Fund’s Peak Performance? Catch It Early, Study Says

December 2025

David Goldstein highlights the importance of the first three months of a fund.

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Shared Insights

Scammers Impersonate AssetMark, Affiliates on Social Media

December 2025

Lori Weston warns against impersonators and scammers in the asset management industry.

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Shared Insights

State Street Eyes Liquid Alts Expansion: CFO

December 2025

STP’s David Goldstein comments on what firms need to succeed in the defined contribution space.

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Shared Insights

STP Wins ThinkAdvisor 2025 Luminaries Award for LaunchAdvisor

December 2025

STP Investment Services named a Winner in the ThinkAdvisor 2025 Luminaries Awards in the Industry Disruption / Innovation category for its groundbreaking fund-launch solution, LaunchAdvisor.

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Shared Insights

SEC Cracks Down on Data Protection Rule Violations

December 2025

The SEC recently penalized a major investment adviser for lapses in data protection and identity theft prevention under Reg S-P.

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Shared Insights

Hedge Funds Expect Boost from Clearer Rate Views, Policy Shifts

December 2025

A clear direction of travel for interest rates, more settled government policy and manageable volatility in the financial markets are creating very constructive conditions for hedge funds heading into next year, industry leaders said yesterday on FundFire’s Exchange webcast.

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Shared Insights

With enforcement actions plummeting, is the SEC losing its regulatory zeal?

December 2025

Lori Weston, head of compliance at STP Investment Services, emphasized that advisors must ensure M&A activity aligns with clients’ best interests in Financial Planning

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