On The Dot (Episode 4) - A conversation with Guy Stanzione about the SEC Tailored Shareholder Reports mandate and tackling the print and distribution challenges at the share class level.
Tailored Shareholder Reports FAQs released: Binding individual shareholder reports of multiple funds addressed
Learn more about the recently released TSR FAQs published by the SEC.
On The Dot (Episode 5) - A conversation with Guy Stanzione and Gordon Ruckdeschel about the SEC Tailored Shareholder Reports...
Learn about the EDGAR Next proposal and the impact on SEC filers once the final rule and requirements are adopted.