Nick Chandi is the CEO of Forwardly, an award-winning B2B payment platform that helps US businesses send and receive payments faster. Financial software that truly resonates with accounting ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

RIAs are subject to stringent compliance policies and procedures – fiduciary obligations, disclosure rules, and exams and inspections, to name a few. Often, meeting these requirements eats into the ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In a time of increasing regulatory complexity and budget ...

Compliance regulations are constantly changing, and organizations are struggling to keep up. The stakes are high. Failing to adhere to legal requirements can result in serious repercussions from ...

Kurtosys Systems is raising a new round of venture funding for its financial compliance software business. The London company was founded in 2002 with the aim of creating reporting and information ...

The evolving regulatory technology landscape is focused on providing financial institutions with better compliance, risk and reporting solutions and control over data. But what is it worth? And is it ...

Fiserv Lending Solutions is embedding Carleton Inc.’s SmartCalcs financial-compliance software into its automotive-loan-origination system that will automate rate calculations, validate state ...

Institutional Responsibility and Compliance in Evolving Financial Industry Compliance has been one of the most important and difficult obligations for institutions in rapidly-changing capital markets.

In today’s financial landscape, compliance is a double-edged sword. On one side, it represents an escalating cost center, an obligation to meet increasingly complex regulations under growing ...

The financial services sector has always been one of the most heavily regulated industries in the world. From anti-money laundering (AML) directives to Know Your Customer (KYC) requirements, ...