Tag: RegTech Report

  • Transparency, enforcement, and what’s ahead

    Transparency, enforcement, and what’s ahead

    Introduction: Key regulatory themes to start 2026 As the industry enters 2026, regulators across major jurisdictions are moving from rulemaking to closer supervision, validation, and enforcement. Expectations around transparency, governance, data quality, and operational resilience are no longer theoretical—they are being tested in practice through examinations, supervisory reviews, and enforcement activity. This January edition of the RegTech […]

    Jan 13, 20269 min read
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  • Closing out 2025: A year of transition, transparency, and transformation

    Closing out 2025: A year of transition, transparency, and transformation

    As 2025 draws to a close, the regulatory landscape for global asset managers has continued to evolve. From shifting disclosure regimes to heightened expectations on governance, liquidity, and transparency, this year has marked a notable turning point in how firms operate, report, and manage regulatory obligations. At Confluence® Technologies, we’ve followed the major developments closely—from the […]

    Dec 10, 202511 min read
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  • SFDR review: Level 1 text published

    SFDR review: Level 1 text published

    Revised Level 1 text proposes a streamlined framework with key sustainability-related product categories better defined

    Nov 26, 20257 min read
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  • From settlement speeds to strategic supervision: Regulation in transition

    From settlement speeds to strategic supervision: Regulation in transition

    Introduction November’s regulatory developments reflect a continued recalibration of global supervision—faster markets, evolving consumer protections, and continuing regulatory attention on operational resilience. Europe is preparing for a move to T+1 settlement, expected to enhance efficiency but likely to test readiness across post-trade processes. In the UK, the FCA is refining both its MiFID organizational rules and the […]

    Nov 11, 202510 min read
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  • Regulation in motion: Preparing for disclosure, oversight, and data-led supervision

    Regulation in motion: Preparing for disclosure, oversight, and data-led supervision

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Oct 15, 202510 min read
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  • Global compliance moves in focus: From FCA signals to AI and beyond

    Global compliance moves in focus: From FCA signals to AI and beyond

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Sep 16, 20258 min read
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  • Regulatory reform in focus: Preparing for the next wave of simplification

    Regulatory reform in focus: Preparing for the next wave of simplification

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Aug 04, 20258 min read
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  • Regulatory reality check: What compliance teams need to know in July 2025

    Regulatory reality check: What compliance teams need to know in July 2025

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Jul 18, 20258 min read
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  • From AI audits to accelerated pace of regulatory change

    From AI audits to accelerated pace of regulatory change

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Jun 11, 202511 min read
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  • Policy in flux: Where regulation stalls, accelerates, and evolves

    Policy in flux: Where regulation stalls, accelerates, and evolves

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    May 20, 202512 min read
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  • AIFMD II, ECB & EDGAR updates: what you need to know

    AIFMD II, ECB & EDGAR updates: what you need to know

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Apr 19, 202512 min read
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  • EU, UK, and US regulatory reporting: key dates ahead

    EU, UK, and US regulatory reporting: key dates ahead

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Mar 10, 20258 min read
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  • Rule 13f-2 and Form PF deadline extensions; Redefining UK retail disclosures; Data Insights: biodiversity, ultra-long bonds, tariffs

    Rule 13f-2 and Form PF deadline extensions; Redefining UK retail disclosures; Data Insights: biodiversity, ultra-long bonds, tariffs

    Rule 13f-2: In the US, a temporary reprieve for short-selling disclosures On February 7, 2025, the SEC announced a temporary exemption from compliance with Rule 13f-2 and reporting on Form SHO, whereby institutional investment managers must disclose their short positions meeting certain thresholds. Originally due by 14 February 2025, initial reporting is now due by […]

    Feb 03, 20254 min read
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  • Navigating EU regulations: expectations for 2025 and beyond

    Navigating EU regulations: expectations for 2025 and beyond

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Dec 04, 202410 min read
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  • Investment firms and the Trump administration: what’s next?

    Investment firms and the Trump administration: what’s next?

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Nov 14, 20249 min read
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  • Form PF and AML compliance: key considerations

    Form PF and AML compliance: key considerations

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Oct 22, 20249 min read
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  • The big picture: a global perspective on U.S. disclosure regulations

    The big picture: a global perspective on U.S. disclosure regulations

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Sep 21, 202415 min read
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  • AIFMD II and SEC Names Rule: what you need to know

    AIFMD II and SEC Names Rule: what you need to know

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Aug 06, 202413 min read
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  • Tech in transaction reporting: new ID rules and ESG changes

    Tech in transaction reporting: new ID rules and ESG changes

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Jul 24, 20247 min read
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  • U.S. Supreme Court curbs regulatory power

    U.S. Supreme Court curbs regulatory power

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Jul 09, 202413 min read
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  • UK election and SEC Marketing Rule: key takeaways

    UK election and SEC Marketing Rule: key takeaways

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Jun 03, 20249 min read
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  • Private fund adviser reforms and EU due diligence updates

    Private fund adviser reforms and EU due diligence updates

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    May 15, 202414 min read
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  • EMIR reporting enhancements: transitioning to T+1

    EMIR reporting enhancements: transitioning to T+1

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Apr 29, 20247 min read
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  • Climate disclosure rule: implications of a Trump victory for the SEC agenda

    Climate disclosure rule: implications of a Trump victory for the SEC agenda

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Mar 23, 20248 min read
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  • AIFMD II and SEC reforms: what to expect in 2024

    AIFMD II and SEC reforms: what to expect in 2024

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Feb 14, 20248 min read
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  • ESG requirements and EU reporting: navigating the changes

    ESG requirements and EU reporting: navigating the changes

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Jan 04, 20249 min read
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  • Navigating new SEC rules, ESG deadlines, and AI developments

    Navigating new SEC rules, ESG deadlines, and AI developments

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Dec 11, 20239 min read
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  • ESG reporting and SEC amendments: key changes you should know

    ESG reporting and SEC amendments: key changes you should know

    Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

    Nov 25, 20237 min read
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