Archive for the ‘Cameron Routh’ Category

Robo Advisor: Not Just Another Robo Article

Monday, August 3rd, 2015

By the time you finished your coffee this morning you probably already read a dozen headlines about Robo Advisors. And possibly, by the time you have your second cup there could even be a dozen new robo startups. We’ve all read about how robos are going to put traditional advisors out of business; or, revolutionize the business for those same advisors (indeed, there are many camps in between). This is not another article about automated advice or about the war of words between Wealthfront and Betterment and Schwab and Vanguard and, well, anyone else for that matter. This article isn’t about questioning how automated investments will perform during a market correction, debating whether allocating a significant portion of portfolios to cash is good or bad, or examining whether automated tax loss harvesting is diametrically opposed to Buffet’s (or Graham’s) investment philosophy. It’s definitely not an article about how Millennials are reshaping the investment world.

Scivantage featured in Ignites article, “The Moral of Brokers’ Cost Basis Mistakes”

Thursday, March 29th, 2012

In this article, Ignites journalist Jackie Noblett reviews the major challenges associated with new cost basis reporting rules that the brokerage industry has implemented this tax season. The 2011 tax year is the first year these rules came into effect and they have added focus on firms’ systems and operations. The same challenges are awaiting… Read More »

Staying Ahead of the Curve – Scivantage and SunGard Wall Street Concepts Webinar Recap

Monday, March 19th, 2012

With all the new regulation impacting this year’s tax reporting season, we recently partnered with SunGard Wall Street Concepts for a Webinar to look at the future of fixed income and options reporting requirements. Artie Wolk, Senior Vice President, Product Strategy at SunGard Wall Street Concepts, and Cameron Routh, Senior Vice President, Managing Director Strategic… Read More »

FTF News: A Gathering Storm at Tax Time

Wednesday, March 7th, 2012

In case you missed it, in a recent FTF News article, reporter Eugene Grygo examines the impact of new cost basis reporting rules on trading firms and their operations. Grygo spoke to Cameron Routh, SVP, Managing Director of Strategic Products at Scivantage and Martin Bentsen, Director of the Cost Basis practice at Jordan & Jordan, to… Read More »

Q & A: Cameron Routh, Senior Vice President, Managing Director of Strategic Products at Scivantage

Monday, March 5th, 2012

Although few tend to look forward to tax season, this year’s cost basis reporting (CBR) rules definitely won’t make this time of year any more appealing. Cameron Routh, Senior Vice President, Managing Director of Strategic Products at Scivantage, talks about what brokerages should expect, how they can deal with the influx of investor requests and how the Cost Basis… Read More »

USA Today: New Rule Puts a Wrinkle in Figuring Taxes on Stock Sales

Thursday, March 1st, 2012

In case you missed it, Cameron Routh, our Senior Vice President and Managing Director of Strategic Products, spoke to Matt Krantz of USA Today for an article on the tax implications of recent cost basis reporting regulations that investors are facing this year. Following the passage of the Emergency Economic Stabilization Act of 2008, 1099-B forms that… Read More »

Awards Season Heats Up: Scivantage Nominated in Two Categories for FTF News Technology Innovation Awards

Wednesday, February 15th, 2012

In the spirit of the 2011/2012 awards season, Scivantage is honored to be acknowledged by FTF News for our contribution to the securities trading and operations space. Being recognized for our work on cost basis reporting in the Most Notable Regulation & Compliance Initiative category is a testament to the development of Maxit through collaboration… Read More »

Upcoming Webinar: Scivantage and SunGard Wall Street Concepts to Host a Webinar on the Proposed Fixed Income & Options Reporting Requirements

Tuesday, February 7th, 2012

As the industry moves through this 1099 tax reporting season, it is essential that we look ahead at the Fixed Income and Options reporting requirements on the horizon. These complex security types will undoubtedly create additional compliance challenges and require substantial technology modifications to existing systems. Join us for a live Webinar, titled: “Cost Basis… Read More »

Securities Technology Monitor – Cost-Basis Reporting: Know Thyself

Thursday, October 27th, 2011

Self-assessment. It’s one of the most difficult tasks operation and IT executives have to make when preparing for regulatory change. Or for figuring out anything that has gone wrong in processing or pricing a securities transaction. Scivantage’s Cameron Routh talks with Securities Technology Monitor about the new Cost Basis Reporting Assessment Program, a comprehensive, on-site… Read More »

The Cost Basis Reporting Countdown: Are You Fully Prepared?

Tuesday, October 25th, 2011

As the industry continues to tie up the loose ends of Phase I of the IRS Cost Basis Reporting (CBR) rule changes and gets closer to the implementation of Phase II, we have heard a lot of concerns from our clients, and the marketplace as a whole, about the need to uncover any gaps in… Read More »

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