Tag: Advisers

How to prepare for the SEC’s 2026 exam sweep

The US SEC has set out its 2026 Examination Priorities, and the message for regulated firms is clear: supervisors expect stronger, better documented controls...

European InsurTech seed deal actvity and investment both half in 2023

Key European InsurTech seed investment stats in 2023: • European InsurTech seed companies raised a combined $87m in 2023, a 52% drop from 2022 • European...

The evolution of platforms: 7 features of tomorrow’s investment aids

Platforms have evolved significantly over the years. Earlier, their main function was limited to the administration of assets. This encompassed the realm of custody, execution, and reporting. However, the definition of a 'progressive' platform today has transformed. Let’s delve deeper into the distinctive features of such platforms:

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