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

STP Enhances Lightspeed TDMS with SmartSettle AI to Deliver Predictive Settlement Intelligence

STP Wins Reporting, Accounting or Communication Tool – Miami for WealthSite

STP Investment Services is proud to announce that our WealthSite platform has been named the Winner in the Reporting, Accounting or Communication Tool – Miami category at the Third Miami Family Wealth Report Awards 2026.

SEC says it allows RIA endorsements by some ‘persons with regulatory history’

Lori Weston comments on the risk alert published by the SEC last month on the lack of or inadequate disclosures.

New SEC Marketing Rule FAQ Tackles Fees, Testimonials

Lori Weston was quoted by ThinkAdvisor on SEC’s updated guidance on its Marketing Rule, specifically, on testimonials and SRO Orders.

Are Star ‘Stock Picking’ Hedge Funds Back?

David Goldstein shares his perspective on the rise of “stock picking” hedge fund managers.

SEC Zeroes On RIA Paid Testimonials And Performance Fees As Exams Intensify

Lori Weston, shares her insights in a recent Financial Advisor Magazine article on the SEC’s renewed focus on marketing rule compliance.

Investors Lock In Hedge Fund Allocations after Chaotic Year

David Goldstein shares his insights on the current dynamics in alternative investments with FundFire.

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

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

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

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

SEC targets disclosure failures tied to paid advisor ratings, awards

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.

Buyer’s Remorse: When New Tech Causes Novel Headaches

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

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

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