
MAGA Two.0
Although U.S. elections have always been highly significant for both global and national stock markets, the president’s influence on the economy and markets is typically indirect and limited.

Revolution Composites Insights Series: The trend on presenting composite level net returns in marketing materials
The SEC Marketing Rule, adopted in late significantly overhauled the marketing and advertising framework for SEC-registered investment advisers. This article focuses on a key aspect of the rule related to composite performance.

Confluence Omnia: Experience Next-Generation Regulatory Reporting
As the demand for regulatory transparency increases, a scalable and automated reporting solution is necessary to respond to rapid compliance change.

68% of Financial Firms Say AI in Risk and Compliance is a Top Priority. Here are some best practices for thoughtful AI adoption.
A guide to risk mitigation and adoption of AI technology in financial services

Mastering 13f-2 Reporting: Key Insights for Staying Ahead of the Curve
With the new 13F-2 reporting rules fast approaching, the latest webinar from Confluence and SEI Regulatory Services, shed light on the critical aspects of compliance.

Surviving Form PF: What to Expect and How to Prepare with Confidence
Confluence recently hosted a webinar, Prioritizing Form PF – Before It’s Too Late, where experts from Confluence and international law firm Mayer Brown explained the changes required for all filers, and especially large hedge funds advisors who will need to conduct a holistic review of their Form PF preparation processes efficiently and accurately.

What do AI Stocks, The Tech Bubble, and Taylor Swift Have in Common?
What are your chances of scoring Taylor Swift tickets? You’ll likely find yourself in the pre-sale queue with odds of 1 in 20, or even 1 in 50.

Efficient Style Frontier
Three industry experts sat down with Confluence to discuss the Efficient Style Frontier -how technology and industry expertise can help balance growth and value factors for optimal risk-adjusted returns.

When AI is a Compliance Team’s Best Friend:
Artificial Intelligence (Al) has become an integral part of our daily lives, revolutionizing various industries, and transforming how we perform routine tasks.

Vote for Confluence
We are delighted to announce our nomination in five prestigious categories for the RegTech Insights Awards USA 2024.

Omnia Unveiled: Revolutionizing Regulatory Reporting
Welcome to the next generation in regulatory reporting technology!

Form PF Overhaul: Are You Ready for the Biggest Changes Yet?
The Securities and Exchange Commission’s (SEC) third set of Form PF amendments in the past 12 months-arguably the most substantial yet-is set to significantly impact all filers, with large hedge funds expected to bear the brunt of these changes.