Protecting gains is now priority – Run a Health Check now!
After the remarkable rise of the last 18 months, a correction is probably now coming. Protecting the gains of the last few quarters is now the priority for all members.
After the remarkable rise of the last 18 months, a correction is probably now coming. Protecting the gains of the last few quarters is now the priority for all members.
Investment strategy builder application, Stratiphy has obtained new approval from the Financial Conduct Authority (FCA), which enables the company to manage investments on behalf of clients, as well as automating trading activities based on individual principles, objectives and preferences.
Droit, a technology firm at the forefront of computational law and regulation, will partner with FINBOURNE Technology, a provider of cloud-based investment data management software, to launch an end-to-end position reporting solution for increased regulatory transparency.
The Consumer Duty requirements, effective since July 2023, emphasise ongoing compliance. Join our on demand webinar to prepare for July 2024, improve governance, manage risk, and monitor outcomes.
Principal firms face scrutiny from regulators, necessitating protective measures to prevent consumer harm. Our on-demand webinar guides robust oversight of Appointed Representatives, covering AR benefits, regulatory expectations, and key responsibilities.
The ability to identify, manage, and control risks is crucial for regulated firms. Our webinar addresses risk awareness, maturity, appetite, and practical solutions for effective risk management.
A Fractional Chief Marketing Officer can play a vital role in supporting businesses in their branding and identity endeavours. By offering strategic guidance, creative expertise, and data-driven insights, a Fractional CMO can drive ROI for businesses.
Discover robust governance with Ruleguard’s webinar. Learn about GRC frameworks, board strategies, risk management, regulatory updates, and fostering a compliance culture.
Corlytics has signed an investment from specialist growth investor Verdane for a majority equity stake in the company. This partnership will enable the company to cement global category leadership, accelerating organic growth and M&A, building on the strong client base which includes 40% of the top 30 Systemically Important Financial Institutions (SIFI).
Corlytics and Verdane have partnered to support the RegTech company’s continued growth. Verdane will leverage more than 20 years of experience partnering with European software businesses and extensive expertise in RegTech to support Corlytics. The transaction was managed by investment bank Baird in a competitive process that saw significant market interest.
Ruleguard’s newly revamped website: A user-friendly and streamlined interface which offers users access to expanded educational content.
Author: Accomplish – www.accomplish.world In brief Can you name 7 behavioral biases you should incorporate into your sales funnel? And what is the behavioral science
At the recent InvestOps USA event in Orlando, FINBOURNE’s Christopher Farrell and a series of data experts explored the characteristics of a ‘data-first’ mindset, and a culture where data is not just an afterthought but a strategic asset driving decision-making at every level.
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