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.

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.

As the demand for regulatory transparency increases, a scalable and automated reporting solution is necessary to respond to rapid compliance change.

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.

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 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.

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.

Artificial Intelligence (Al) has become an integral part of our daily lives, revolutionizing various industries, and transforming how we perform routine tasks.

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

Welcome to the next generation in regulatory reporting technology!