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NQR Blog

Click on the archives below to read articles and summaries pertaining to regulatory changes, industry trends and events, and any updates to NQR service offerings.

Deloitte, Ed Jones Among NQR’s 2019 Conference Speakers - August 20, 2019

Filed under: Intermediary Oversight, NQR Community

  NQR is excited to share the session descriptions for our 2nd annual Intermediary INSIGHT Conference.  The one-day event, held on October 16, 2019 at the Seaport Hotel in Boston, will focus on the evolving oversight dynamics between audit firms, intermediaries, and fund families.  Click here to view the full agenda.     Audit Firm Presentation Christine Kotarba, …

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Managing Omnibus Relationships with FICCA – An Intermediary’s Perspective - October 8, 2018

Filed under: Best Practices, Intermediary Oversight, NQR Community

  “Very insightful!  Great discussion.” “Overall a great experience.” “Any opportunity with peers to discuss processes, achievements, pain points, etc., is extremely valuable.”   Only positive sentiments followed our first ever NQR Intermediary INSIGHT Client Conference earlier this year.  The event featured a keynote address from the Investment Company Institute (ICI), a client panel, roundtable discussions, …

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ICI, Mid Atlantic, Amundi Pioneer to Speak at NQR’s 1st Intermediary Oversight Conference - March 2, 2018

Filed under: Intermediary Oversight, NQR Community

  NQR is excited to share the session descriptions for our first ever Intermediary INSIGHT Conference.  The one-day event, held on April 26, 2018 at the Seaport Hotel in Boston, will provide attendees with an opportunity to gain valuable perspective from industry experts and share their experiences with peers.     Keynote John Randall of the Investment …

Continue reading “ICI, Mid Atlantic, Amundi Pioneer to Speak at NQR’s 1st Intermediary Oversight Conference”

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NQR Events

NQR is proud to present the services that assist in our clients' compliance and oversight operations. Click on any of the events below to schedule a presentation or find details on an event NQR is attending.


Upcoming Events

NQR Intermediary INSIGHT Presentation

Thu January 16, 2020, 2:00 pm

Schedule a 30-minute presentation of our industry-leading Intermediary INSIGHT service. We’ll cover the NQR expertise behind our SOC 1 and FICCA document review in addition to a brief overview of our online reporting. An NQR representative will contact you shortly after the registration is received.

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