 | CONFERENCES Financial Research Associates Hedge Fund Tax 101 & The K-1 Boot Camp
New York, New York Jan. 19 – 20, 2012 This two day conference is destined to deliver “must-know” hedge fund tax and K-1 essentials. Learn More > T3 Conference
Dallas, Texas Feb. 16 – 18, 2012 Presented by Technology Tools for Today, this conference brings together Financial Advisors and Technology. Learn More > Shareholder Service Group Conference San Diego, CA Feb. 29 – March 2, 2012 A conference designed to bring together independent RIAs in one location to listen and learn from their peers and industry experts. Learn More > | | | ARCHWAY DEPARTMENT UPDATESProfessional Services Product Development Marketing Human Resources | | | EMPLOYEE SPOTLIGHT  Aaron Wise, Manager of Archway Finance & OperationsWhat’s Aaron’s favorite part of Archway? “The entrepreneurial spirit along with the hard work and sacrifice members of the team are willing to make each day to provide quality services and products for our clients .” Read More. | | | IN THE NEWS:Archway recently received recognition from Indiana Governor Mitch Daniels and Indianapolis Mayor Greg Ballard for its commitment to invest in Indianapolis, creating 140 new jobs over the next four years. See the news story here. Archway nominated for ‘Best Multi-Family Office Server Provider’ for the PAM Awards 2012. View the shortlist here. |
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LETTER FROM THE CEOJason Brown  During the 2011 calendar year, we began implementing a new team within Archway focused solely on our clients. While many of our clients have not yet felt the effects of this change, a terrific amount of work has already been completed and set the stage for a 2012 that will be marked with many improvements in how we handle and support our clients. Our recent client satisfaction survey demonstrated that a high percentage of our clients are pleased with the products and services they receive from Archway. However, we view client service and satisfaction as something that should always be improved upon. Read More.
ARCHWAY FINANCE & OPERATIONSDuring Q4 of 2011, Archway’s Finance & Operations department (F&O) exceeded $10 billion in assets under administration. In addition, F&O now handles the accounting for over 600 entities, four times more than they had at the beginning of 2011. Due to the increased demand for back office services such as account reconciliation, partnership accounting and fund administration, the F&O team added a new employee Alexis Xing, a recent graduate of Indiana University. Read More.
RESOURCE CENTER
White Paper: The Business of Running a Hedge Fund examines the hedge fund business model and is based on our observations and numerous conversations with hedge fund managers, investors and industry experts. White Paper: The Importance of Business Process Maturity and Automation in Running a Hedge Fund discusses the importance of business process automation within an asset management firm at all stages of development and how these organizations can measure their current processes versus investor expectations. ATWeb Sample Report Package: Descriptions and samples of the top 10 generated reports in ATWeb.
INDUSTRY ARTICLES What Will 2012 Hold for the Wealth Industry
By Tom Burroughes A two part series, this article examines tax, regulatory and offshore issues affecting the wealth industry in 2012. View Full Article > Ten Trends for Hedge Fund Flows in 2012 By Harriet Agnew Although hedge funds are coming off the second-worst year of performance in history, this article scopes the hedge fund landscape that it predicts will create $100 billion of net inflows. View Full Article > Top 10 Ways Financial Advisers Can ‘Market Smarter’ – and Enjoy it More in 2012 By Maria Marsala Considered a burden for many financial advisers, this article outlines the ways to make marketing yourself more effective and efficient. View Full Article > |
