Author: Compliance Solutions Strategies

Confluence’s Unity platform combined with FundGuard’s capabilities will enhance operational efficiency and deliver customers an out-of-box financial reporting experience. Pittsburgh,…

Damian Handzy, Confluence’s Managing Director, Performance, Risk, and Analytics, is featured in a new article from The Banker.

Damian Handzy, Confluence’s Managing Director, Performance, Analytics, and Risk, has published a new piece for Investment Week, focusing on the…

Q&A with Kirsten Garrett, CHRO, Confluence With over two decades of human resources leadership experience, Kirsten Garrett is an accomplished…

Greg Hotaling, Confluence’s Regulatory Content Manager, is featured in the latest issue of Asset Servicing Times, providing his insights on…

Celebrating the one year anniversary since three key players in the investment management software industry came together to better serve…

As we leave 2022 behind and 2023 begins, make sure you didn’t miss a thing last year with this recap of our top insights.

On 9 December the UK government announced it would repeal the European Union’s packaged retail and insurance-based investment products (PRIIPs)…

This is a reminder that if you have any investment adviser representatives (“IARs”) registered in a jurisdiction that adopted the…

Last month the Financial Conduct Authority (FCA) proposed a new set of rules to clamp down on greenwashing by UK-based…

Last month the Financial Conduct Authority (FCA) proposed a new set of rules to clamp down on greenwashing by UK-based…

Just as investors thought they had their heads around European green funds rules, the UK’s FCA has revealed the proposals for its own sustainability disclosure regime.