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As 2018 comes to a close, it’s time to think about strategies to make 2019 your best year yet. Solutions that just “got the job done” in the past year do not cut it anymore as firms and industry professionals are looking to innovate and optimize existing processes. If you’re a fund company brainstorming ways...

Unexpected market closures, like the one we experienced recently for the funeral of former President George H. W. Bush, put the mutual fund industry in a precarious position. And while they don’t occur very often, when they do — it puts operations teams under serious strain, especially on the distribution side.

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