About The Author

Barbara Browne

About Barbara Browne

With close to 30 years of transfer agency experience, Barbara is an accomplished executive with a focus on intermediary relationships, oversight, and the evolution of distribution strategies. As Vice President of Financial Intermediary Administration, Barbara is responsible for defining the business strategy and providing product support to assist asset managers with intermediary oversight. She is well known among the intermediary community. Previously, Barbara served on the Investment Company Institute's (ICI) Broker-Dealer Advisory Committee and is currently a member of the ICI Bank, Trust and Retirement Advisory Committee where she works with teams to improve the distribution, operational processing, servicing and support of mutual fund products to better serve the needs of the industry. Barbara graduated from Westfield State College with a Bachelor of Arts degree in English.

Category: Conferences and Events, Financial Intermediary Administration

We Can’t Stop Talking About Intermediary Oversight

Although it’s been over 10 years since the late trading and market timing scandals rocked the mutual fund industry, intermediary oversight remains an area of focus for fund companies, their…

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Category: Conferences and Events, Technology

Standing Out In a Hyper-Connected World

Technological advances over the past decade have introduced modern conveniences to our lives that previously existed only in science fiction. Today, we think nothing of booking a dinner reservation at…

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Category: Client Forum, Innovation

Innovation: Some See Flaws, Others See the Future

Have you ever shared a great innovative idea and then heard all about why it will never work? At our 2013 Client Forum, Scott Kirsner showed us why that is…

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Category: Corporate Citizenship

Giving Back with Cradles to Crayons

While back to school signifies the end of summer and pick-up wiffle ball games in the backyard, preparing for the first day of school can be an exciting experience full…

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Category: Client Forum, Technology

What do Hollywood and the financial services industry have in common?

Looking through the rear view mirror at Boston Financial, the reflection tells a story of innovation that truly drove change throughout the financial services industry. Starting out as an insightful…

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