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AML Rules are Coming For Investment Adviser
Investment advisers beware: the U.S. Treasury Department’s Financial Crimes Enforcement Network (FinCEN) is coming with a new anti-money laundering and countering the financing of terrorism (AML/CFT) rule – and this time there may be no escape. FinCEN’s proposed rule would make registered investment advisers (RIAs) and exempt reporting advisers (ERAs) subject to the Bank Secrecy […]
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Beyond Technology – Key Ingredients for a Fruitful Vendor Partnership
We’ve all suffered from buyer’s remorse. That sickening feeling is bad enough when you’ve overspent on a pair of shoes that, upon reflection, don’t fit properly and are unlikely to use. But when the decision determines your livelihood, the consequences of making a mistake will be a whole lot harder to stomach. System purchases are […]
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5 Key Tests for Picking the Right Fund Administration System
Technology has become central to fund administrators’ service propositions and a key source of competitive advantage. As investment managers hive off non-core functions in an effort to boost their own competitiveness, partnering with outsourcing providers that can deliver the requisite speed, quality and reliability of service only gets more important. Stringent due diligence examinations to […]
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AI Takes Cyberattacks, and Security, to the Next Level
Artificial intelligence is the Janus of cybersecurity: a dual-faced bringer of war and peace, of beginnings and endings, the opening and shutting of doors, with the power to both help and harm. PwC’s latest CEO survey captured the dilemma. While it found chief executives are increasingly looking to the transformative benefits of generative AI, almost […]
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Cybersecurity Perils of M&A
In this continuing series on cybersecurity with Arnaud Wiehe, author of The Book on Cybersecurity and Emerging Tech, Emerging Threats, we explore the underappreciated cybersecurity risks that can arise any time firms engage in M&A activities. It’s a familiar story for any homebuyer. After intense scouting you find your ideal house. It’s the right size. […]
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Cybersecurity Best Practices: How to be More Proactive in the Fight Against Cyberattack
In cybersecurity, as with medicine, prevention is better than cure. The news headlines are filled with tales of email hacks, phishing scams and ransomware attacks that leave firms scrambling for patches or ways to contain the damage. The fast-moving threat landscape often leaves financial organizations playing catch-up, in a whack-a-mole contest with sophisticated and well-resourced […]
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