News
Press release: Confluence names Kathleen Keenan as the new Chief Product Officer
Keenan will lead Confluence’s product strategy and innovation across regulatory, analytics, and investor communications solutions.
Press Release: Allspring Selects Confluence Style Analytics to Gain Factor-Based Insights
Leading asset management firm leverages factor analysis with improved data-driven analytics.
In the news: UK Updates CCI Regulations In New Consultation
The UK regulator has updated its thoughts about investments where the returns are linked to the performance of underlying, indirect investments, such as funds or structured products. Lewis Davison explains the significance in this article with Wealth Briefing.
In the news: FCA CCI framework – A step backwards for investment companies?
Lewis Davison, Senior Product Manager and William MacLeod, Managing Director at Gravis discuss FCA’s recent CCI consultation, which closed on 20 March 2025, that raises serious concerns with respect to its approach to cost disclosure.
Press Release: BNP Paribas’ Securities Services Business Selects Confluence Unity Financial Reporting Platform to Automate Private Capital Operations
Industry-leading asset servicer to further streamline financial reporting and improve operational efficiency for the benefit of its Private Capital clients across multiple jurisdictions
In the News: Flexible retail disclosure has positives, but CCI framework comes with ‘dangerous quirk’
Lewis Davison , Senor Product Manager, explores some of the nuances around the FCA’s new retail disclosure framework with Christian Mayes at Portfolio Adivser.
In the News – Lewis Davison | SFDR: A year of anticipated changes and improvements
Lewis Davison, Senior Product Manager at Confluence shares his insights with Institutional Asset Manager on the European Union’s Sustainable Finance Disclosure Regulation (SFDR), and the challenges that lay ahead.
In the News: Lewis Davison – FCA’s CCI Framework in the FT Adviser
The Financial Conduct Authority recently published its greatly anticipated consultation on the consumer composite investments (CCI) framework.
Greg Hotaling shared his insights on the 13f-2 delay
The 13f-2 delay is making waves in the industry, and our own Greg Hotaling shared his insights with Traders Magazine.