Tag: WealthTech

More than a decade since FATCA and CRS were first introduced, fund administrators have become the operational backbone of investor tax compliance across global...

Confluence Technologies and ACA Group, a governance, risk, and compliance advisor in financial services, have announced a partnership to automate standard data feeds between...

Private capital and investment managers may have FATCA and CRS firmly on their radar, but a closer look at day-to-day operations tells a more...

For compliance professionals working in payments, financial services or gambling, keeping pace with regulatory change is one of the most resource-intensive challenges of the...

A longstanding divide has separated what investors can reliably know about sustainability in public markets from the far murkier picture available in private markets....

As 2026 gathers pace, regulated firms are facing mounting pressure to operate with greater agility while navigating complex compliance demands. From AI-driven automation to...

Consumer Duty has entered a new phase. With implementation deadlines now behind the industry, the focus has shifted from frameworks and documentation to tangible...

Luxembourg-based legal and compliance specialist Zeidler Group has supported the launch of a new open-source fund prospectus template designed to make fund documentation cheaper...

A structural shift is reshaping how regulated firms approach recordkeeping. In an era defined by hybrid working, AI-generated content and multichannel digital conversations, simply...

AI is increasingly reshaping how financial institutions approach complaints management, turning what was once a reactive process into a strategic, data-driven function. According to 4CRisk.ai,...