News Room
The latest news from Boston Financial
Events
- 2008 Annual Boston Financial Chief Compliance Officer Transfer Agency Due Diligence Forum
- November 5 - 6, 2008
- Boston, MA
- Boston Financial Client Forum
- September 10 - 11, 2008
- The Westin Boston Waterfront
- Boston, MA
- Event Agenda
Voices in the Industry: Speaking Engagements
- NICSA East Coast Regional Meeting
- Thursday, September 18, 2008
- Boston, MA
- Retirement Regulatory Hot Topics
- Panel Member - Jude Metcalfe
- Privacy Oversight: A Roadmap for Protecting the Complex
- Panel Member - Mike Rizzo
- 26th Annual NICSA Conference
- February 17-20, 2008
- Miami, FL
- It Can't Happen Here... Can It?
- Moderator - Joan Dowd
- College Savings Foundation Conference
- January 30 - February 1, 2008
- Miami, FL
- Let's Make Our World a Better Place: Addressing 529 Systems and Compliance Issues
- Panel member - Barbara Browne
- 7th Annual ITAS Summit
- January 29 - 31, 2008
- Abbaye de Neumunster, Luxembourg
- Strategic Challenges & Opportunities For the Next 5 Year
- Keynote Speaker - Steve Hooley, President and CEO, Boston Financial
Press Releases
2008
October 7, 2008
Jude Metcalfe to Lead Newly-Formed Retirement Servicing OrganizationSeptember 10 - 11, 2008
Boston Financial Client ForumJune 6, 2008
Boston Financial Hires VP of Retirement Recordkeeping SalesFebruary 7, 2008
State Street And Boston Financial To Provide Full Range Of Investment Services to Fifth Third Funds
2007
September 14, 2007
Boston Financial Appoints Jude Metcalfe to Head Retirement Services
2006
December 18, 2006
Boston Financial Eases Year-End Compliance Testing for Plan Sponsors
2005
November 8, 2005
Industry Leaders Publish Guide of Best PracticesOctober 21, 2005
Boston Financial Data Services, Inc. Hosts Conference to Help Chief Compliance Officers Meet Due Diligence RequirementsAugust 8, 2005
Boston Financial Adds WM Group of FundsJuly 14, 2005
Boston Financial Wins Honors in SourceMedia’s 2005 Fund Operations Awards
2004
July 26, 2004
DST, Boston Financial Launch Compliance Program for Mutual Funds Compliance+ sets the industry standard for providing mutual fund compliance supportMay 17, 2004
Boston Financial Data Services, Inc. Announces Class Action Administration Services Court-approved administrator provides complete third-party services for financial settlements
Press Contact:
Anne Hebard
Phone: 617-483-3158
Fax: 617-483-2562
Email: ahebard@bostonfinancial.com