Articles
Gain deeper insight with articles that give our considered opinion and predictions of where the industry will go next.
“Have I got a deal for you!” Models of the Custodian World
Ross McGill discusses the failings of current pricing models within the custodian world and how they affect the financial industry as a whole.
QI vs NQI, That is the Question
In this post, Ross McGill discusses QI status vs NQI status and asks why so many financial firms are recommending that clients become QIs.
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Publication 5262 – QI Portal
February 8, 2017Continuing the burst of activity, what better way to start a new year, than with a new QI, WP & WT portal and its bed time reading material, Publication 5262, which of course goes hand in hand with the new QI Agreement,Revenue Procedure 2017-15.Read more
