STP’s Dan Houlihan contributed an article to the 2024 PSA Mid-Year Outlook, which serves as a resource for financial advisors, family offices, asset managers, financial analysts, and wealth managers.
Read Dan’s thoughts about the evolution of outsourcing and what is driving trends in the middle office.
Interesting article discusses outsourcing as an effective model for asset managers to overcome continued fee pressure, as shrinking margins impair a firm’s ability to produce alpha.
STP’s Lori Weston, Director of Product and Strategy was mentioned in WealthManagement.com’s AI Usage Top Priority for SEC Examiners in 2025.
Examiners at the Securities and Exchange Commission are investigating advisors’ integration of artificial intelligence into their operations, including portfolio management, trading, marketing, and compliance.
STP’s Dan Houlihan, CEO, shared insights with Private Funds CFO reporter Jennifer Banzaca on the launch of STP’s ComplianceAdvisor.
Dan noted that while STP has in the past offered some basic compliance services, they were only offered to institutional firms who outsourced some or all of their investment operations to STP. STP ComplianceAdvisor greatly expands STP’s capabilities as well as its outreach, offering comprehensive regulatory and compliance services to address the ever-evolving regulatory landscape for all investment advisers; including hedge funds, private equity advisers, wealth managers and family offices.
Our AVP, Kaisha Lourens, Schnoll, has been featured in a recent Reuters article discussing the stability of Wall Street trades under the new settlement cycle.
Kaisha’s insights on the T+1 settlement transition highlight her expertise and dedication to the industry.
Read the full article:
https://lnkd.in/dNtaMfbx
Contact us today to schedule an introductory call to learn how STP can give you back control over your front, middle, and back office.
And with greater efficiency.