Joe Bree, industry veteran with 20 years of experience in financial services, joins Confluence
Citi has established a service for clients facing the US Securities and Exchange Commission’s (SEC) rule changes affecting the US mutual fund industry later this year
Data technology is the next financial services evolution, and it’s already underway, according to Tom Pfister, vice president of global strategy at Confluence
TA Associates has completed a majority investment in Confluence and has appointed Jonathan Meeks and Kenneth Schiciano to the Confluence board of directors
Confluence and ICE Data Services have teamed up to help asset managers meet compliance with SEC Modernization and other regulatory reporting requirements
Confluence expects to see “eventual positive systemic change” when meeting new back-office demands
In a recent Confluence report, 22 percent of asset managers said the reliance on manual processes was the biggest back-office challenge they faced
Previously executive vice president of global business development, Moyer will now lead Confluence’s operations, providing global direction, and will head up the sales, account management and marketing activities
Brian Bollen on why capital markets technology needs a rapid update and how this can be achieved
Proxymity’s Jonathan Smalley, Broadridge’s Demi Derem and Confluence’s Greg Hotaling share their thoughts on all the recent developments in the shareholder rights sphere
Confluence's Chantal Mantovani highlights the importance that the fund industry begins promoting the modelling of the possible shift in market expectations and associated liquidity crunch
Gary Casagrande of Confluence explains why firms that move first to embrace and operationalise the digital transformation of their back-office operations will reap the biggest advantages
Regulation, particularly the EU’s Alternative Investment Fund Managers Directive, has to be more proportionate, says Confluence’s Nicola Le Brocq
Ireland’s post-crisis funds industry seems to have landed on its feet, but it has more than just the luck of the Irish on its side
Known for its prudent regulation, Canada has managed to weather financial storms coming from the south and across the Atlantic. And custodian banks have been front and centre while riding out the turmoil
