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Wealth Management Industry White Papers (View All Report Types)
Can You Tell Tax Fact from Fiction?
sponsored by Avalara
WHITE PAPER: Think sales tax is just a rate? Think again. Don't fall prey tocommon misconceptions around compliance. Here are five taxmyths that could trip you up if you aren't careful.
Posted: 17 Aug 2015 | Published: 17 Aug 2015


7 Best Practices for Sales Tax Compliance
sponsored by Avalara
WHITE PAPER: This white paper highlights 7 smart business practices for keeping on top of transactional tax compliance and getting your best return on investment. Access these strategies now.
Posted: 10 Aug 2015 | Published: 10 Aug 2015


A SANS Survey: How Does Your Security Stack Up?
sponsored by LogRhythm, Inc.
WHITE PAPER: Information security continues to be a work in progress for many financial services companies. In this white paper, you will key into an annual SANS survey on the security of the financial services sector, and learn how to apply your enterprise's resources to the specific categories of threats that you face, both internal and external.
Posted: 04 Aug 2015 | Published: 04 Aug 2015

LogRhythm, Inc.

Exploring the Impact of ISO20022 in Payment Processing
sponsored by IBM
WHITE PAPER: This white paper explores the revolutionary impact of ISO20022 on the payment process landscape and why experts consider it to be the wave of the future.
Posted: 21 Jul 2015 | Published: 30 Apr 2015


Advanced Case Management for Financial Services: New Tools for Managing Business Content
sponsored by IBM
WHITE PAPER: This paper addresses the benefits of Advanced Case Management software for financial services companies. Read now for several key use cases and best practices for selecting the right technology for a financial services organization.
Posted: 21 Jul 2015 | Published: 21 Jul 2015


Boost Government Revenues Without a Tax Increase
sponsored by SAP America, Inc.
WHITE PAPER: SAP analytics solutions can help today's government agencies overcome the many challenges associated with tax discovery. Read on to learn how SAP's public sector software solutions can benefit government agencies by improving performance, reducing costs and streamlining service delivery.
Posted: 29 Jun 2012 | Published: 29 Jun 2012

SAP America, Inc.

Managing the Transition to International Financial Reporting Standards (IFRS)
sponsored by Oracle Corporation
WHITE PAPER: The white paper discusses what US organizations can do to prepare for International Financial Reporting Standards (IFRS), and focuses on what Oracle's Enterprise Performance Management solutions can do to help with top-end reporting.
Posted: 29 Jul 2009 | Published: 29 Jul 2009

Oracle Corporation

Big Data Integration and Governance Considerations for Financial Services
sponsored by IBM
WHITE PAPER: This white paper examines key big data integration and governance considerations for the financial services industry.
Posted: 23 Dec 2013 | Published: 23 Dec 2013


Capturing a Competitive Advantage with a Secure Payments Infrastructure
sponsored by Intel
WHITE PAPER: A number of factors are driving financial institutions to re-evaluate their payment methods.  These factors include regulations such as Single Euro Payments Area in Europe, which calls for new payment vehicles for customers. Find out how one financial institution was able to meet compliance demands by utilizing a secure payments infrastructure.
Posted: 05 May 2011 | Published: 05 May 2011


2010 Asset Management Operations and Compensation Survey Findings
sponsored by Advent Software, Inc
WHITE PAPER: In this survey you will learn how asset management has changed over the years and the different challenges asset management professionals have been facing.
Posted: 18 May 2011 | Published: 17 May 2011

Advent Software, Inc
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