November 21, 2023
Greg Hotaling, Regulatory Content Manager at Confluence breaks down the new rule, offering clarity to a complex ruling.
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März 9, 2023
Damian Handzy, Confluence’s Managing Director, Performance, Analytics, and Risk, has published a new piece for Investment Week, focusing on the…
November 2, 2022
Date: 7 December Time: 9:30 AM – 1:30 PM CET Venue: VERSO centre de conferences, 52 Rue de la Victoire, 75009, Paris Please join us…
September 13, 2022
Date: October 17-19 Location: Baltimore, Maryland CSS is will be exhibiting at the 2022 NSCP National Conference on October 17-19…
November 20, 2020
XML Securities, LLC, a full-service broker-dealer and its affiliate investment advisor, XML Financial Group, were challenged to compile compliant and…
September 25, 2020
Every once in a while, I think it’s important to get back to the basics. Since the adoption of the…