Tag: Transparency

In today's financial world, wealth management requires a strategic, technology-driven approach. A Portfolio Management System is essential, according to WealthArc, an asset management software developer. 

The private markets have witnessed a substantial increase in managed assets over the last decade, attracting the attention of U.S. regulators aiming to enhance transparency through expanded regulation. With these regulatory developments, it's time to re-evaluate the Global Investment Performance Standards (GIPS), which have evolved from being the gold standard for investment performance presentation to a tool that assists advisers in meeting new regulations.

Forta Solutions has introduced Agility, an innovative warehouse lending platform that promises unparalleled transparency, efficiency, and a quicker, more secure route to liquidity for warehouse lenders.

The Qatar Central Bank has issued instructions for the Loan-Based Crowdfunding Regulation, underscoring its commitment to regulating and advancing the financial sector within the country.

Vyzer, the trailblazing digital wealth management platform, has successfully wrapped up its seed funding round.

Sustainable finance is becoming the linchpin for the EU in achieving its environmental and climate objectives. It achieves this by channeling funds into environmentally-conscious...

The mounting cybersecurity threats within the public sector have prompted a parallel rise in the role of audits to counteract these risks. Given the dynamic range of attacks and the consequent evolution of threat actors, the strategies to counter them must also adapt. In this scenario, your public sector audit team emerges as an indispensable shield against cyber crimes.

In the world of finance, many establishments have taken advantage of non-transparent fee systems, resulting in overlapping charges. Such intricate fee regimes often deter Family Offices from meticulously tracking their investment strategy execution fees. In this landscape, custodian banks, with no particular stake in the game, offer minimal assistance in fee monitoring.

As the season for sustainability reporting draws near, organisations are presented with a golden chance to underline their dedication to ESG (Environmental, Social, and...

The role of AI has ballooned in recent years, and the recent introduction of GenAI platform ChatGPT has seen the sector soar further.