ALTALLO

GovernGPT: Two funds go to fundraise. Fund A spends 12 hours to complete each DDQ. Fund B takes 12 clicks. The difference? Fund B adopted GovernGPT.

Executive: Mamal Amini

Tags: DDQ, Fundraising, AI, Investor Relations

View GovernGPT on ALTALLO

Optima Partners: Optima Partners was proud to sponsor GAIM Ops Cayman. Partner Adam Reback joined fellow compliance leaders to discuss emerging SEC exam trends, key risk areas, and how firms are evolving compliance and operational frameworks.

Tags: Compliance, SEC, GAIM Ops, Cayman, Regulatory

Reg-X Innovations: Most firms can submit reports. Very few can prove them.

Fundsure: From 26 March 2026- FCA Annual Work Programme 2026/27: Key Priorities for Financial Services

CV5 Capital: For UK managers, launching a Cayman hedge fund is no longer reserved for billion-dollar firms.

Reg-X Innovations: Reg-X Innovations on reporting oversight and resilience themes from the Global RegTech Summit

Tags: RegTech, Regulatory Reporting, Compliance, Operational Resilience

ACA Group: ACA Group: FCA is treating non-financial misconduct as a governance and SM&CR issue, not just HR

Tags: FCA, Compliance, Non-Financial Misconduct, SMCR

COMPLY: Comply panel at Global RegTech Summit on preparing for SMCR Phase 2 and the Future Conduct regime

Tags: SMCR, FCA, Compliance, RegTech Summit

Judd Advisory: Judd Advisory wraps Navigating Compliance 2026, its flagship FCA conference for managers

Reg-X Innovations: We are looking forward to attending the The Investment Association Annual Conference 2026 in London.

COMPLY: Comply is excited to be sponsoring the Private Fund Compliance Regulatory Forum in Washington, D.C.

Reg-X Innovations: Regulatory reporting today is about much more than submitting reports.

ACA Group: Regulatory expectations around AML, financial crime, and market abuse are rising.

Reg-X Innovations: An interesting perspective on the recent Hong Kong Monetary Authority (HKMA) HKTR updates.

RQC Group: Our June 2026 Regulatory Newsletter is out!

ACA Group: Our new checklist explores the practical considerations for firms seeking FCA authorisation.

Tags: FCA, Authorisation, Governance, Risk Management

ACA Group: We are joining Anduin Transactions to discuss how integrated technology and AML/KYC workflows are reshaping private markets.

Tags: AML, KYC, Private Markets, Technology

RQC Group: 🏆 We're delighted to share that RQC Group has been named Compliance & Regulatory Adviser at the 2026 Drawdown Awards!

ACA Group: ACA’s London office has recently hosted a series of events focused on practical insight, professional development, and strengtheni...

RQC Group: Last night we had the pleasure of hosting clients and colleagues for RQC Group's annual Summer Drinks event.

CV5 Capital: A fund’s valuation policy should never be written to justify a price.

ACA Group: Effective compliance is no longer just about meeting regulatory requirements.

ACA Group: Are low-value communications taking over your review queue?

RQC Group: Our July 2026 Regulatory Newsletter is out, highlighting the key developments, enforcement actions and emerging themes shaping the...

Judd Advisory: How prepared are you feeling ahead of the new Non-Financial Misconduct rules?

CV5 Capital: As regulatory expectations continue to evolve, governance and compliance are no longer back-office functions, they are strategic d...

COMPLY: SEC Rule 204A-1 makes your Code of Ethics an active compliance obligation – one regulators expect to see enforced, documented, and...

Vittoria & Partners: We are delighted to have been shortlisted again for the Hedgeweek® Awards , we would appreciate if people could take the time to go to vote for us .

View Vittoria & Partners on ALTALLO

Optima Partners: Our latest Optima Newsletter is now live, featuring key regulatory updates and industry developments shaping conversations across the sector.

RQC Group: Our April 2026 Regulatory Newsletter is live.

CV5 Capital: The latest edition of CV5 Markets is now live. This week we break down: • Key movements across digital asset markets • Where institutional capital is actually flowing • Structural trends shaping hedge fund strategies in 2026

Judd Advisory: What did we learn from the FCA’s new Client Categorisation and Certified Investor return?

Reg-X Innovations: Is you data accurate enough for regulators?

Judd Advisory: Launching a regulated business is exciting!! The FCA authorisation process does not need to dampen that.

COMPLY: The FCA isn’t just asking if you have monitoring in place, they're asking how it connects to identified risks, controls, and real-world outcomes.

COMPLY: Your compliance workload isn't getting lighter, but your team's burden can.

COMPLY: Comply will be a gold sponsor at the Global RegTech Summit, showcasing its regulatory technology that helps financial institutions manage employee compliance and conduct risk.

Tags: RegTech, employee compliance, conduct risk

COMPLY: A Google employee just made $1.2 million on Polymarket betting on search trends – using data he had access to from his job.

COMPLY: We are just over two weeks away from ComplyConnect London, and spots are nearly gone!

COMPLY: Most compliance programs are built to document.

COMPLY: Good intentions don’t insulate a CCO from enforcement.

Judd Advisory: If you missed Navigating Compliance 2026, we have summarised the key insights and talking points.

Judd Advisory: As we draw closer to the new Non-Financial Misconduct ('NFM') rules coming into effect this September, we are partnering with Juli...

Judd Advisory: Our new Client and Investor Categorisation Review helps firms prepare their classification evidence for the FCA.

Tags: FCA, Client Categorisation, Compliance, Record-keeping

ACA Group: AI is rapidly reshaping compliance and operations across financial services, but many firms are still navigating how to scale adop...

Optima Partners: Optima Partners invites you to join our upcoming webinar, Latest FCA Authorisation Trends, taking place on 25 March 2026 at 2:00 PM (GMT).

ACA Group: Entering the U.S. market? Make sure you understand the rules first.

Fundsure: A lot of people think the ACSP deadline has gone away. It hasn't.

Optima Partners: Regulatory Alert - Retirement Security Rule

ACA Group: Companies House WebFiling Security Issue Identified

Fundsure: The FCA has just changed how it talks to us. Are you paying attention?

RQC Group: The SEC’s first comprehensive update to its Enforcement Manual in nearly a decade represents more than procedural housekeeping - it signals a strategic shift in how the regulator expects investigations to be conducted going forward.

ACA Group: Wealth platforms are demanding clearer, more comparable sustainability information from private fund managers.

GovernGPT: The role of an engineer has shifted dramatically in the last 12 months. It's no longer about how many lines of code you can produce, it's more a function of how well you can deliver high powered systems that do real work for users.

View GovernGPT on ALTALLO

COMPLY: It’s bracket season. But in compliance, success rarely comes down to a last-minute play. It comes from the fundamentals you build every day.

CV5 Capital: Generative AI is making high-quality analysis more accessible for hedge funds, shifting

Tags: Hedge Funds, Artificial Intelligence, Fund Management, Alternative Investments

CV5 Capital: From BVI to Cayman: Why Serious Fund Managers Institutionalise Their Structure

RQC Group: The SEC has released new interpretive guidance on how federal securities laws apply to crypto assets, effective 23 March 2026, with the CFTC formally joining and aligning its approach. This is the most comprehensive joint clarification issued to date.

ACA Group: Day 2 at the hashtag#ACAConference. What’s actually holding firms back from turning AI ambition into operational reality? A lot of it comes back to the gap between AI in theory and execution.

RQC Group: On April 7, 2026, the SEC released its FY 2025 enforcement results, highlighting cases that protect investors and market integrity, including actions addressing fraud, market manipulation, insider trading, and adviser misconduct.

Judd Advisory: Were you surprised to see a new regulatory return appear on your RegData schedule?

GovernGPT: Senior IR Associate at a $108B AUM fund, after getting her hands on the first agentic DDQ filler in asset management (ahem, that actually works!)

Executive: Mamal Amini

View GovernGPT on ALTALLO

COMPLY: ComplyConnect 2026 conference agenda is released, featuring sessions on cybersecurity, AI, enforcement trends, and regulatory compliance. Registration is now open.

Tags: Compliance, Cybersecurity, AI, Regulation

ACA Group: The private credit market faces increased scrutiny from investors and regulators due to expanding retail access, leading to pressure on firms for stronger disclosures and clearer insights into investor outcomes.

Tags: private credit, regulation, disclosures, valuation

Reg-X Innovations: Reg-X Innovations won "Best Regulatory Consultancy – Europe" at the RegTech Insight Awards Europe 2026 for its regulatory reporting, data quality, operational oversight, and compliance solutions.

Tags: RegTech, Regulatory Reporting

RQC Group: The FCA’s PS26/7 Policy Statement clarifies how distributed ledger technology can be used within the existing regulatory framework for funds, recognizing on-chain fund registers

Tags: Asset Management, FCA, Tokenisation, DLT

Reg-X Innovations: Practical challenges in regulatory compliance, data quality, and operational resilience, as well as managing regulatory complexity without increasing operational strain.

Tags: RegTech, Regulatory Reporting, Compliance, Data Quality

CV5 Capital: CV5 Capital is an associate sponsor of the Hedgeweek European Summit 2026, which will discuss capital formation and the practicalities of operating an investment business.

Tags: Hedge Funds, Digital Assets, Fund Launch, Cayman Funds

Judd Advisory: Navigating Compliance 2026. Thank you to everyone who attended and spoke at our Navigating Compliance 2026 conference yesterday.

CV5 Capital: Founder share classes are often one of the first serious commercial structuring decisions an emerging hedge fund manager makes.

Fundsure: The questions we get asked most about Annex One registration.

CV5 Capital: Crypto exchange onboarding is now a launch-critical risk for digital asset funds.

ACA Group: Regulatory expectations around fund oversight are expanding, and the treasurer role is evolving with them.

Reg-X Innovations: Over the last few months, we’ve been speaking with firms that are reassessing how they manage regulatory reporting operations inte...

RQC Group: The SEC’s latest enforcement report signals a clear shift in focus, moving away from headline-grabbing penalties towards meaningfu...

CV5 Capital: Crypto custody is often presented as a simple investor-protection answer.

ACA Group: With the June 3, 2026, amended Regulation S-P compliance date approaching, firms should expect increased SEC scrutiny around how c...

CV5 Capital: Most emerging managers who lose capital do not lose it on performance.

ACA Group: We are pleased to announce that Trey Loughran has joined ACA Group as Chief Executive Officer.

COMPLY: The next Women in Compliance networking dinner is coming to Washington, DC on June 9 at the Vue Rooftop.

CV5 Capital: CV5 Capital has launched its redesigned website, now available in English, Japanese, Chinese and Arabic, alongside a new hedge fun...

ACA Group: Expanding into the U.S.? Understanding SEC registration requirements early is critical.

Optima Partners: How prepared is your firm for its next regulatory exam?

RQC Group: Thanks to Ant Bennett and Matthew Raver for sharing their insights following their session at AIMA's Next Generation Manager Forum...

CV5 Capital: Our latest CV5 Capital report examines the shifting opportunity set for hedge fund and digital asset managers.

Tags: Hedge Funds, Digital Assets, Institutional Investors, Fund Management

ACA Group: The FCA’s latest RegData request on client categorisation and certified investors signals increasing scrutiny of how firms classif...

Reg-X Innovations: 𝗥𝗲𝗽𝗼𝗿𝘁 𝘀𝘂𝗯𝗺𝗶𝘀𝘀𝗶𝗼𝗻 𝗮𝗻𝗱 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗮𝗰𝗰𝘂𝗿𝗮𝗰𝘆 𝗮𝗿𝗲 𝗻𝗼𝘁 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝘁𝗵𝗶𝗻𝗴.

Fundsure: 🚨 Most FCA application delays aren't caused by the FCA.

CV5 Capital: Strong returns may attract attention.

ACA Group: What are the top priorities for investment operations leaders in 2026?

COMPLY: The next generation of compliance leaders are here.

RQC Group: RQC Group were delighted to co‑host our latest Breakfast Briefing with Katten Muchin Rosenman LLP on Wednesday morning: Culture Un...

CV5 Capital: Can investors gain Bitcoin exposure through a hedge fund structure without forcing every investor into the same currency exposure?...

Reg-X Innovations: We're looking forward to attending AIMA Technology & Innovation Day 2026 on 24 June in London.

RQC Group: Recent updates from the FCA and HM Treasury point to a clear shift in direction for the UK regulatory landscape.

Reg-X Innovations: 𝟱𝟮 𝗖𝗙𝗗 𝗶𝘀𝘀𝘂𝗲𝗿𝘀 𝗿𝗲𝘃𝗶𝗲𝘄𝗲𝗱.

Data & Market Intelligence

Oxford Data Plan: New product launch — Tapestry. Net Sales, Orders & AOV across Tapestry, Coach and Kate Spade. Track brand-level divergence and monitor AOV trends in near real-time.

Tags: Alternative Data, Consumer, Tapestry, Coach, Kate Spade, Product Launch

EquiLend: Volatility, AI dispersion, and geopolitical uncertainty continued to drive securities finance activity across the market in Q1 202...

LSEG: In our latest white paper, in partnership with MarketPsych, we analyse millions of Reuters headlines and corporate press releases...

LSEG: Fragmented market data continues to create hidden cost, risk and operational complexity in trading.

EquiLend: Galaxy Digital has made a strategic investment in Digital Prime Technologies.

Oxford Data Plan: We're proud to sponsor an upcoming discussion on one of the most important questions facing investors today: AI Investment Boom or...

LSEG: How we started this year’s celebration 🎉 As usual, we kicked off the LSEG Lipper Fund Awards 2026 program with the United States w...

EquiLend: We are joining BNY for a live discussion on one of the biggest revenue opportunities in securities finance, Fully Paid Lending.

Tags: Securities Finance, Fully Paid Lending, Webinar, EquiLend

LSEG: Hidden alpha doesn’t come from more data, it comes from faster insight.

Oxford Data Plan: We have launched Liftoff, our latest alternative data product.

Tags: alternative data, product launch, data analytics, revenue data

Oxford Data Plan: 🚀 Oxford Data Plan New Product Launch 🚀 We're excited to introduce our Berkshire Hathaway (BNSF) dataset, providing high-frequency...

EquiLend: What's driving the continued growth of securities finance across APAC?

LSEG: LLMs are powerful, but if you ask the same question twice, you may get two different answers.

EquiLend: Most teams track recalls in one place, returns in another, and then piece together a picture before a client review.

LSEG: Effective risk analysis requires understanding how multiple drivers interact – for example, how changes in interest rates influence credit spreads, or how liquidity conditions can amplify market moves.

Oxford Data Plan: We’re heading to Hong Kong! The Oxford DataPlan team is excited to attend the Hong Kong Data Summit 2026, hosted by Neudata.

EquiLend: No brakes. No fundamentals. Just squeeze.

EquiLend: U.S. short interest data is reported twice a month — often weeks behind the market.

EquiLend: Short interest is building in oil shipping as risk around the Strait of Hormuz rises.

EquiLend: Hut 8 (HUT) is drawing heavier short positioning as the company pivots from Bitcoin mining toward AI and high-performance computing. EquiLend data shows Borrow Quantity up 371% into an April 8 peak of 10.95M shares, while EquiLend’s Short Squeeze Score rose from 9 to 37 in early April as the stock gained nearly 43% over the last two weeks.

LSEG: The latest episode of "Behind the Deals" discusses Q1 deal-making trends, including AI acquisitions, energy sector developments, and significant transactions.

Tags: Deals, M&A, AI, Energy

LSEG: Private markets are evolving rapidly and access to high quality data is critical.

LSEG: Global LNG markets are entering a new phase.

LSEG: We're proud to be recognised as the Best Evaluated Pricing Data Provider at the Waters Technology Asia Awards 2026 🏆 Thank you to...

LSEG: 🎥Winner spotlight from the Lipper Fund Awards 2026 Europe Ceremony: Assenagon Asset Management Hear directly from their team on wh...

LSEG: Five of the largest US-based hyperscalers – Alphabet, Amazon, Meta, Microsoft and Oracle – are projected to invest a combined ~USD...

LSEG: Worth its weight in gold? As the World Cup kicks off, the focus is (rightly) on the teams, the goals and the global spectacle.

LSEG: Real-time market data is evolving fast.

LSEG: Join John Heisler, Adrian Murray and Jakub Pater in this upcoming webinar to explore how firms are optimising cloud infrastructure...

LSEG: Human‑generated. Machine‑readable.

LSEG: Just released: LSEG’s annual ‘Investing in the Green Economy’ report provides a deep dive into the green economy as it experiences...

LSEG: In the age of AI, data alone is not enough.

LSEG: In today’s data-rich environment, the signal often gets lost in oceans of unstructured text.

LSEG: The challenge is no longer finding information , it's making sense of it.

LSEG: What drives changes in financed emissions over time?

LSEG: Our LSEG Lipper fund flows data is now available on Snowflake and Databricks.

Tags: LSEG, Lipper, Snowflake, Databricks

LSEG: Investors are not short on information.

LSEG: Our second Deal Maker’s Briefing unpacks the increasingly complex M&A outlook in Asia-Pacific.

Tags: M&A, Asia-Pacific, Capital Markets, Deals

LSEG: Private markets are expanding rapidly.

LSEG: The AI story is no longer just about productivity.

LSEG: Introducing Workspace AI Search: ask questions in natural language and get fast, verifiable answers across trusted financial data,...

LSEG: Hosted by LSEG and Barclays Investment Bank in Hong Kong, this in-depth afternoon will explore the evolving dynamics of the U.S.

LSEG: Now Live: MENA Investment Banking Review: First Half.

LSEG: Behind every dividend announcement, tender offer or stock split is a signal that can shape market activity and investment outcomes...

LSEG: Download our latest M&A Snapshot, created using SDC Platinum in LSEG Workspace, for an unrivalled deep dive into the M&A landscape so far in 2026.

EquiLend: Public short interest data arrives with a lag.

Fund HQ: Fund HQ is thrilled to be part of the ALTALLO group.

LSEG: AI is reshaping markets faster than expected - and CLOs are feeling it. Software loans dropped sharply on disruption fears, but the data tells a more nuanced story we explore

EquiLend: Join EquiLend and HSBC on June 4th for a discussion on how automation is helping firms scale efficiently, improve oversight, and u...

Oxford Data Plan: Doug Garber and Doug O'Laughlin discuss the future of AI compute demand, wafer-scale architecture, memory scaling constraints, and the roles of NVIDIA and specialized players in the AI market.

Tags: AI, Semiconductors, Alternative Data, NVIDIA

LSEG: LSEG Data & Analytics expands shipping, vessel tracking and commodity flow intelligence for analysts

Tags: Shipping Analytics, Commodity Markets, Vessel Tracking, Maritime Data

EquiLend: EquiLend on the shift to unified, real-time securities finance operating models under T+1

Oxford Data Plan: Oxford DataPlan launches Zeta Global dataset, a daily read on digital marketing demand

LSEG: We are pleased to launch our latest flagship report, the LSEG Islamic Investment Review 2025, providing market landscape and analy...

LSEG: In our latest white paper, in partnership with MarketPsych, we analyse millions of Reuters headlines and corporate press releases...

Oxford Data Plan: Oxford Data Plan is excited to announce that we'll be attending the Neudata New York Summer Data Summit 2026.

Oxford Data Plan: 🚀 New Product Launch | Norfolk Southern Oxford Data Plan is expanding its transportation and logistics coverage with another produ...

EquiLend: EquiLend has named Delta Capita as an implementation partner for the EquiLend Spire securities finance platform.

EquiLend: Nancy E. Allen, EquiLend's Managing Director and Head of Data & Insights, joined Bloomberg's The Close to discuss what securities...

Oxford Data Plan: Welcome to this week’s edition of #TheODPSignal, our weekly read on the themes gaining momentum across earnings, market reactions,...

EquiLend: EquiLend is heading to Lisbon for the International Securities Lending Association (ISLA) 33rd Annual Securities Finance and Colla...

Oxford Data Plan: As Q2 progresses, the questions on every investor and analyst's mind are the same: Where are digital ad budgets going?

Oxford Data Plan: 🚀 New Product Launch | Air Canada 🛫 We're excited to announce the latest addition to the Oxford Data Plan alternative data suite:...

EquiLend: In May, EquiLend NGT processed 3.78 million trades representing $4.69 trillion in notional value, as securities lending activity h...

Oxford Data Plan: Welcome to this week’s edition of #TheODPSignal, our weekly read on the themes gaining momentum across earnings, market reactions,...

EquiLend: The enhanced Orbisa experience is now live.

EquiLend: J.P. Morgan Agency Securities Finance and Equity Finance/Prime Brokerage teams have joined the 1Source EMEA Working Group, collabo...

EquiLend: Birkenstock (BIRK) is walking into heavier short pressure.

Oxford Data Plan: Welcome to this week’s edition of #TheODPSignal, our weekly read on the themes gaining momentum across earnings, market reactions,...

EquiLend: SpaceX has landed on Nasdaq, and the borrow market is already in motion.

Oxford Data Plan: Last week, Oxford Data Plan had a fantastic time attending the Neudata New York Summer Data Summit 2026 in New York!

EquiLend: In securities finance, the AI conversation has moved past "whether" and into "how." EquiLend CPO Nick Delikaris breaks down how th...

Operations & Workflow

Dashro Solutions: When the market shifts unexpectedly, how long does it take your firm to rebalance every client portfolio? A modern OMS should automate multi-portfolio rebalancing — generating orders across every linked portfolio simultaneously for fair, instant execution.

Tags: OMS, Portfolio Management, Rebalancing, Asset Managers

OpsCheck: Stop doing operations the hard way.

OpsCheck: Stop doing operations the hard way.

OpsCheck: Stop doing operations the hard way.

Dashro Solutions: It usually starts with a grand promise: “𝗢𝗻𝗲 𝘀𝗶𝗻𝗴𝗹𝗲 𝘀𝘆𝘀𝘁𝗲𝗺 𝘁𝗼 𝗿𝘂𝗻 𝘆𝗼𝘂𝗿 𝗲𝗻𝘁𝗶𝗿𝗲 𝗳𝗶𝗿𝗺.”

OpsCheck: 6AM Saturday morning. You're checking emails again.

Dashro Solutions: The industry talks a lot about "𝙊𝙥𝙚𝙧𝙖𝙩𝙞𝙤𝙣𝙖𝙡 𝙍𝙚𝙨𝙞𝙡𝙞𝙚𝙣𝙘𝙚" as a regulatory buzzword.

PortfolioShop: PortfolioShop: The Smart Solution for Hedge Funds, Family Offices, Broker-Dealers, Outsourced CFOs/COOs and Fund Administrators

View PortfolioShop on ALTALLO

Dashro Solutions: 𝗘𝘃𝗲𝗿𝘆 𝘁𝗶𝗺𝗲 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝗺 𝗽𝘂𝗿𝗰𝗵𝗮𝘀𝗲𝘀 𝗮 𝗻𝗲𝘄 𝗳𝗿𝗼𝗻𝘁-𝗼𝗳𝗳𝗶𝗰𝗲 𝘁𝗼𝗼𝗹, 𝗵𝗼𝘄 𝗺𝘂𝗰𝗵 𝗮𝗿𝗲 𝘆𝗼𝘂 𝗽𝗮𝘆𝗶𝗻𝗴 𝗶𝗻 𝘁𝗵𝗲 "𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻 𝘁𝗮𝘅"?

OpsCheck: That's all it takes to go from operational excellence to Wall Street Journal headlines—for all the wrong reasons.

Qaike: Latest, curated, updates on the landscape of AI-driven platforms & tools for alternative investment managers.

View Qaike on ALTALLO

OpsCheck: OpsCheck presents its operations command center solution, designed to streamline tasks, improve workflow, and enhance compliance for financial firms by consolidating operations

Tags: Wealth Management, Asset Management, Operational Efficiency, Fintech

Dashro Solutions: Good operational infrastructure should be silent and seamless, allowing financial institutions to focus on the market and improving work-life balance for operations teams.

Tags: Operational Excellence, WealthTech

OpsCheck: "How do you know everything got done today?" If your answer is: "We check the spreadsheet" "We follow up" "No one raised an issue"...

Dashro Solutions: 𝗙𝗼𝗿 𝗰𝗵𝗶𝗲𝗳 𝗰𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗼𝗳𝗳𝗶𝗰𝗲𝗿𝘀 𝗮𝗻𝗱 𝗵𝗲𝗮𝗱𝘀 𝗼𝗳 𝗿𝗶𝘀𝗸, 𝘁𝗵𝗲 𝗿𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗺𝗮𝗿𝗴𝗶𝗻 𝗳𝗼𝗿 𝗺𝗮𝗻𝘂𝗮𝗹 𝗲𝗿𝗿𝗼𝗿 𝗶𝘀 𝗱𝗶𝘀𝗮𝗽𝗽𝗲𝗮𝗿𝗶𝗻𝗴.

OpsCheck: Stop doing operations the hard way.

Dashro Solutions: The regulatory scrutiny of the Digital Operational Resilience Act (DORA) is shifting the focus from internal system uptime to thir...

Dashro Solutions: 🚀The SpaceX initial public offering is more than a historic liquidity event; it is a live stress test for institutional trading ar...

OpsCheck: Stop doing operations the hard way.

Dashro Solutions: 💡 Expanding headcount to resolve an architectural deficit yields diminishing returns.

Cybersecurity & IT

Bare Cove Technology: I will be in Tokyo next week! Really excited for the AIMA Japan annual forum next Thursday. Looking forward to catching up with everyone there.

Executive: Emily Randall

Tags: Events, APAC, AIMA, Japan

RFA: My Practical Guide to Meeting the Strict Tech Demands of Today's Limited Partners

Thrive: Christopher Clark from a cybersecurity incident response team warns that British businesses are being unwillingly drawn into cyber warfare, with state-aligned actors targeting

Tags: Cybersecurity, Threat Intelligence, Incident Response, United Kingdom

Alternit One: Alternit One on rebuilding trust in fund networks as legacy intermediaries fall away

Atlas Technica: We are excited to sponsor the 3rd Annual AIMA - The Alternative Investment Management Association Technology & Innovation Day on J...

Thrive: What is AI Governance? 🤔 AI governance refers to the policies, processes, and controls that ensure AI systems are safe, compliant,...

Lanware: Most financial services firms use Microsoft Copilot but may fail to unlock its value due to limited configuration.

Lanware: What’s the most significant recent development in Microsoft Copilot?

Abacus Group: Across regulated industries, AI is advancing on two fronts that rarely meet: the mandate to drive efficiency and innovation, and t...

Atlas Technica: We are thrilled to be a part of BUILD IT Live, taking place from August 3-5 in New Jersey.

Tags: Events, IT, MSP, Conference

Thrive: 🎨 Thrive Client Portal Highlight of the Month: Portal Branding Customers can personalize the portal with their company logo by cli...

Atlas Technica: Attention anyone who may be in the Washington DC area on July 22nd!

Abacus Group: Ten years in EMEA. And the most important lessons weren't the ones we expected.

RFA: We provide proactive managed IT services built for financial services firms.

Tags: IT services, managed services, cybersecurity, technology

Thrive: Thrive is honored to be ranked #105 on CRN’s 2026 Solution Provider 500 list!

Lanware: Why are pen tests so important now?

Atlas Technica: Atlas Technica is thrilled to announce that we have been shortlisted in four categories for the upcoming With Intelligence.

Abacus Group: Our incident response team's Q2 review is out.

Alternit One: AI readiness is starting to influence valuation more than many firms expect.

RFA: Our cloud services are designed for the specific needs of financial services firms, unlike generic providers.

Tags: Cloud, Financial Services, Digital Transformation, Compliance

RFA: Our Titan AI platform is built as AI-native infrastructure, not an AI tool layered on top of an existing IT setup.

Tags: AI, IT infrastructure, Managed services, Automation

Abacus Group: Ten years ago, Abacus had no UK office, no local team, and no established reputation.

Atlas Technica: Washington, D.C. - women in leadership, real AI conversation.

Guardsman Technology: We are pleased to welcome Rob De Gracia as our seventh fractional CTO.

Tags: New Hire, CTO, Venture Capital, Family Office

Abacus Group: AI adoption in financial services is accelerating.

ECI: Client feedback drives everything we do and how we support our clients.

Matsco Solutions: Your password is the first line of defense.

Alternit One: AI has quickly become part of almost every management presentation.

Thrive: The CISO Role Has Changed Forever 👩💻 Gone are the days when CISOs could focus solely on defense.

RFA: Allocators and family offices operate with lean teams and high expectations, a combination that makes the IT partner decision one...

Thrive: AI is reshaping infrastructure security, is your organization ready?

Thrive: Thrive Client Portal Highlight of the Month: Discovery Data

Bare Cove Technology: Last evening Bare Cove Technology together with SS&C Advent and Clarity AI hosted a partners networking event for our valued partners across the London financial services ecosystem.

RFA: Great to co‑host a client lunch with Judd Advisory Limited exploring data governance and regulation in practice.

Alternit One: Technology is no longer a support function. It underpins performance, resilience and investor confidence. As AI, regulation and cybersecurity reshape the landscape, firms need partners who can interpret complexity - not just implement tools.

Alternit One: AI is moving quickly - but meaningful adoption requires more than experimentation. Firms are looking for practical, well-governed ways to apply it.

Conduit Security: The new FBI IC3 Report is out and it's terrifying. In 2025, businesses lost billions to wire fraud and BEC - an epidemic the FBI says is hitting every industry.

Thrive: Proud moment for Team Thrive! 🏆 We're honored to have won MSSP of the Year at Horizon3.ai's Global Partner Conference!

Abacus Group: The Reg S-P compliance date for smaller entities is June 3rd, 2026, and most of the conversation has focused on what the rule requ...

Abacus Group: Cybercriminals were among the earliest adopters of large language models and agentic AI,using them not to build, but to break.

Abacus Group: Congratulations to Eric Ziobro, Senior Director of Sales and Business Development, for being named to CRN's 2026 Next-Gen Solution...

Abacus Group: We are honored to share that Abacus has been named No.

Abacus Group: Abacus is proud to announce that we've been ranked #3 on the 2026 Channel Partners MSP 501, one of the most prestigious and longes...

Abacus Group: Most IT leaders in regulated industries can't say how many AI tools their teams are actually using day-to-day.

Abacus Group: What an incredible night! Thank you to all our clients, partners, and friends who joined us in London to celebrate 10 years of o...

Abacus Group: Our CEO, Anthony J. D'Ambrosi, was featured on the latest episode of TD SYNNEX's Channel Mic Check podcast.

Tags: Managed Services, Partnership, Cybersecurity, AI

Bare Cove Technology: Wrapping up a fantastic three weeks across our Bare Cove Technology APAC offices in Sydney, Singapore and Hong Kong!

RFA: Great to host our first client drinks of the year in Luxembourg - and fantastic to have Cristian PAUN, our Director of Business Development, representing RFA and welcoming our community.

Abacus Group: Abacus Group + Tokio Marine Group are going live on March 31st at 11am ET to discuss cybersecurity preparedness for regulated firms.

Abacus Group: Cyber risk doesn’t stop at a single portfolio company — it can extend to the PE firm.

Conduit Security: Wire fraud isn’t just a closing risk anymore - it is a systemic capital risk for real estate funds.

ECI: As Microsoft Copilot matures, the question firms need to ask is no longer “Is Copilot enabled?”

Conduit Security: Fraud risk isn’t just rising in 2026...it’s accelerating. AI-powered social engineering, faster payments, and pressure on finance teams are creating a perfect storm for wire fraud and BEC.

ECI: At hashtag#GlobalAltsMiami 2026, ECI sponsored a silent breakout session exploring a topic that many investment firms are actively grappling with: how to move from AI experimentation to real operational value.

Lanware: Unifying ITSM platforms can improve efficiency, resilience, and compliance for financial

Tags: ITSM, Operational Resilience

RFA: Shortlisted for six awards at the Hedge Fund Services Awards.

Atlas Technica: Atlas Technica has proudly been selected as the nominees in 5 different categories for outstanding performance & innovation!

ECI: At GlobalAltsMiami 2026, ECI hosted a fascinating discussion on one of the biggest questions in technology and investment today: Is the current AI infrastructure wave a bubble - or the early stage of a generational buildout?

Guardsman Technology: Glad to have Christina joining the team. Her perspective will be very helpful as we look toward growing our expertise in private equity.

Lanware: Brockton Everlast has partnered with Lanware to transform its financial services technology platform through the implementation of Finance Forward 365, enhancing governance, strengthening security, and delivering a robust compliance framework to support its growing business.

Thrive: We are bringing our Women in Technology Series to NYC!

Alternit One: Scalable IT environments for private equity firms, particularly in buy and build

Tags: Private Equity, Scalability, IT Infrastructure, Buy and Build

ECI: Sponsoring the Sohn Conference Foundation event in Hong Kong, focusing on alternative investments and industry trends.

Tags: Alternative Investments, Investment, Conference, APAC

Matsco Solutions: This post promotes a report on how AI assisted validation and anomaly detection can strengthen recovery from breaches.

Tags: AI, anomaly detection, breach recovery

Thrive: Thrive on why generative AI projects only work when the underlying data is in shape

Abacus Group: Abacus on what really happens after a fraudulent wire is approved, and how to respond

Abacus Group: Cyberattacks aren’t slowing down, and neither is the complexity of responding to them. Abacus' incident response team spent the first quarter of 2026 helping organizations recover from the real-world threats they are facing right now.

Matsco Solutions: Every AI tool we deploy goes through the same evaluation: data privacy implications, regulatory alignment, full auditability.

ECI: Have you listened to our podcast “From Buzzword to Business Impact: Embedding AI Across Portfolio Companies”?

Matsco Solutions: Something most firms don't realize until they're already overspending: Claude and most enterprise AI tools don't charge by seat.

Atlas Technica: Check out all of our job openings across the globe by visiting the Atlas Technica careers page: https://lnkd.in/eSusFC7H!

Alternit One: Carrie Whamond and Andrew Browne are both attending the With Intelligence Women's COO Network event at The Jamie Oliver Cookery Sc...

ECI: Rethinking ROI … A recurring theme in our recent podcast on what it takes to move AI from a talking point to tangible business val...

ECI: What a great evening in New York, bringing together clients and peers for an AI-focused drinks reception.

Conduit Security: ⚠️ Your bank might not have your back after a wire scam.

Thrive: ✉️ Thrive Client Portal Highlight of the Month: DMARC (Email Spoofing) Visibility Domain-based Message Authentication, Reporting an...

Alternit One: Social engineering has always relied on trust.

Lanware: Are there benefits to having your #SOC and #IT with the same provider?

Thrive: Thrive Client Insight Summit in London!

Alternit One: Many firms still operate with legacy security assumptions.

ECI: PRESS RELEASE We are pleased to announce our new partnership with Anthropic, joining them as a Preferred Partner of the #Claude...

ECI: When cyber concerns rise, many organizations add more tools … More dashboards.

Matsco Solutions: Document review is one of the first places we look when mapping a firm's workflows for AI opportunities.

Lanware: Co-managed IT should mean the best of both worlds, not double the hassle.

Atlas Technica: We are spotlighting several high-priority hiring needs across our global teams in New York, California, Singapore, and Ukraine.

Tags: Hiring, Technology, Systems Engineer, Client Service

Thrive: For many organizations, digital transformation has accelerated data collection across applications, cloud environments, devices, a...

RFA: Championship moments are built long before the final buzzer.

Matsco Solutions: One of the more practical things we offer: cutting through the AI vendor noise on your behalf.

Lanware: Fighting AI-driven cyber threats demands a fundamental shift in strategy.

Thrive: Our first AI workshop is in the books!

Atlas Technica: We are pleased to share the latest Sunny’s Silver Lining Podcast featuring Atlas Technica Founder & CEO, Serge Bukhar, along with...

Conduit Security: Our own Ryan Castle spoke with FundFire about the rise of impersonation scams in asset management.

Tags: impersonation scams, social engineering, investor protection, asset management

ECI: Why does Microsoft Copilot deliver strong results for some teams and stall completely for others?

ECI: There’s a growing misconception in cybersecurity that automation means loss of control.

Thrive: Thrive had an excellent week at HPE Discover!

ECI: Why do point-in-time cyber assessments fall short?

Accountancy & Tax

Buzzacott: Congratulations to all the Buzzacott swimmers, cyclists, and runners who took part in the HFC (UK) Help For Children Triathlon — proud to sponsor and continue our long-standing support of Help for Children.

Tags: Community, Charity, HFC, Triathlon

HaysMac: HaysMac Group acquires Green Square Associates to deepen media and marketing client services

Tags: Mergers and Acquisitions, Leadership

AutoRek: We're excited to have been named in the inaugural Sunday Times Scotland Fast 50 – a ranking of Scotland's fastest-growing independ...

AutoRek: Growth shouldn’t break your reconciliation process.

Buzzacott: The FCA has published its long-awaited consultation and proposed final rules for alternative fund managers, almost 15 months after its initial call for input.

Tags: FCA, Asset Management, Regulation, UK

Buzzacott: The FCA has published its long-awaited consultation and proposed final rules for alternative fund managers, almost 15 months after its initial call for input.

Tags: FCA, Asset Management, Regulation, UK

AutoRek: Featured in the latest edition of Asset Servicing Times, our Principal Product Manager, Murray Campbell, shares his views on one o...

Buzzacott: We're pleased to share the July edition of our Financial Services Regulatory Newsletter.

Buzzacott: ARE YOU READY FOR PHASE 2? From 1 July 2026, Phase 2 of the DFSA’s updated prudential framework comes into force, signifying a maj...

Buzzacott: What does the FCA's new AIFM consultation mean for your firm?

Buzzacott: We’re delighted to be returning to Pay360 this year, taking place on 25-26 March.

HaysMac: For fast-growing FinTechs, access to patient capital is often critical as the business scales.

HaysMac: A proud moment for everyone at HaysMac, and one that genuinely reflects who we are.

Buzzacott: We’re pleased to share the April edition of our Financial Services Regulatory Newsletter at a pivotal point in the regulatory calendar, with AIFMD II taking effect today and the FCA recently publishing its Regulatory Priorities reports.

HaysMac: A new finance operating model for FinTechs?

AutoRek: Scaling operations shouldn’t come at the expense of cost, control, or compliance.

HaysMac: Is AI an opportunity or a threat for media publications?

Data & Analytics

Oxford Data Plan: This week's edition of The ODP Signal cuts through the noise to highlight the trends worth paying attention to.

Tags: Alternative Data, Investment Research, Market Data

STP Investment Services: In our latest blog, we explore why ownership structure, not performance reporting, is often the biggest blind spot in managing generational wealth.

Tags: family office, reporting, wealth management, technology

Oxford Data Plan: The latest edition of The ODP Signal is now live, our weekly read on the themes gaining momentum across earnings and market reactions.

Tags: market data, alternative data, investment research, market sentiment

ECI: Every new governed data product we create becomes a reusable asset, making each subsequent AI use case easier to implement.

Tags: AI, Data Products, Innovation

Reg-X Innovations: Our new guide explains why passing validation is not the same as achieving data quality.

Tags: data quality, reconciliation, regulatory reporting, compliance

EquiLend: Our data revealed a sharp shift in Getty Images’ securities-lending activity following its recent OpenAI partnership.

Tags: securities lending, short interest, data, market data

ADM Investor Services International Limited: Our chief economist, Marc Ostwald, questions why PMI surveys still signal resilience despite rising energy prices and geopolitical tensions.

Tags: Macroeconomics, PMI, Global Markets, Economics

View ADM Investor Services International Limited on ALTALLO

LSEG Data & Analytics: Our LSEG Tick History is now available on the Databricks Marketplace via OpenSharing.

Tags: LSEG, Databricks, Market Data, Data Integration

EquiLend: Our latest Market Flash shows SPCX's borrow market remains under pressure despite a recent earnings beat.

Tags: market data, securities lending, SPACs, short interest

AutoRek: Our new article explores the growing gap between data ambition and operational reality in financial services.

Tags: data strategy, digital transformation, control frameworks, operational risk

Oxford Data Plan: Our Oxford DataPlan predicted Lowe's Q2 2027 U.S.

Tags: alternative data, forecasting, kpi, data analytics

Oxford Data Plan: We are excited to introduce our new Polymarket dataset, providing daily global coverage across key prediction market activity metrics.

Tags: New Product, Alternative Data, Prediction Markets, Crypto

EquiLend: We are hosting two sessions on how our data is bringing a new level of transparency to fixed income markets.

Tags: fixed income, credit markets, data, transparency

AutoRek: AI is only as good as the data feeding it, so we built a connected, trusted data foundation to drive real results.

Tags: AI, Insurance, Data Management

EquiLend: Our latest Market Flash explores the recent activity in Hertz (HTZ) following its Q2 earnings beat.

Tags: market data, securities lending, short interest, Hertz

ECI: Most firms have a data problem, not an AI problem, as AI is only valuable when the information behind it is accurate, governed, and accessible.

Tags: AI, Data Strategy, Data Products, Alternative Investments

EquiLend: Our latest Market Flash shows how short interest in Pinewood Technologies changed following Ridgeview’s takeover approach.

Tags: short interest, takeover, data, market flash

LSEG Data & Analytics: In our latest expert talk, we explore the growing importance of data redistribution for firms.

Tags: Data, Data Governance, Innovation, Compliance

LSEG Data & Analytics: We analyzed historical tick data and news archives dating back to 1996 to show how events shape financial markets.

Tags: market data, tick data, history, news

Oxford Data Plan: We are excited to launch our latest dataset covering SK hynix's global revenue.

Tags: Alternative Data, Semiconductors, Investing, Data Analytics

EquiLend: Our new EquiLend Data & Insights MCP connector brings live securities finance data into compatible AI assistants.

Tags: AI, Securities Finance, Data, Technology

EquiLend: Our August numbers are in, and global securities lending revenue climbed 25% year over year to $1.90 billion.

Tags: securities lending, securities finance, APAC, data

ACA Group: We've partnered with the National Society of Compliance Professionals on the 2026 AI Benchmarking Survey.

Tags: AI, Compliance, Risk Management, Regulation

LSEG Data & Analytics: We are onboarding the European Equity Consolidated Tape across our Data & Analytics products, beginning September 14.

Tags: consolidated tape, equities, ETFs, market data

Oxford Data Plan: We launched our new Williams-Sonoma, Inc.

Tags: alternative data, data, retail, consumer

Oxford Data Plan: We have expanded our retail alternative data coverage with the launch of our new Gap dataset.

Tags: Alternative Data, Retail, Investing, Data

LSEG Data & Analytics: Our Nasdaq eVestment private market datasets are now available to eligible LSEG clients through Workspace and Datafeeds.

Tags: private markets, data, partnership, LSEG

Oxford Data Plan: Our Oxford Data Plan delivered a timely signal for Dollar Tree in Q2 2027, predicting net sales with only a 1.1% error against reported results.

Tags: alternative data, data signals, earnings forecasting, company performance

Oxford Data Plan: We launched our latest dataset covering global Samsung Semiconductor Memory revenue under the Oxford Data Plan.

Tags: data, alternative data, semiconductors

EquiLend: We watched Wanguo Gold's utilization rate jump from 14% to over 91% in under two months, causing borrow costs to explode.

Tags: short squeeze, data, securities lending, alpha

Acadia.im: We look at how a news gap between information releases and market prices can impact investment decisions.

Tags: news, data, markets, investors

CV5 Capital: Our CEO, David Lloyd, examines how digital assets are becoming harder to treat as a separate asset-class silo in the latest issue of Digital Assets Edge.

Tags: Digital assets, Tokenisation, Asset management

EquiLend: Our data tracked a significant build in short interest for GoPro (GPRO) throughout the summer, ahead of its recent merger announcement.

Tags: short interest, GoPro, data, securities lending

Oxford Data Plan: Welcome to this week’s edition of The ODP Signal, our weekly read on the themes gaining momentum across earnings and market reactions.

Tags: market trends, alternative data, investment research, sentiment analysis

Oxford Data Plan: We have expanded our retail alternative data coverage with the launch of our new Gap dataset.

Tags: Alternative Data, Retail, Consumer Insights, Data Analytics

Oxford Data Plan: Our alternative data predicted Kingfisher plc's UKI Q2 sales with only a -0.63% margin of error.

Tags: Alternative Data, Earnings, Forecasting, Retail

Oxford Data Plan: We launched our new Uber dataset, expanding our alternative data coverage for the mobility and delivery sectors.

Tags: alternative data, data analytics, investing, transportation

EquiLend: Our Data & Insights team tracked a 45% rise in borrows on XPeng (XPEV) ahead of its recent earnings shock.

Tags: Securities Lending, Short Interest, Data, Equities

LSEG Data & Analytics: We are providing the intelligence needed to spot opportunities earlier and understand market dynamics more deeply.

Tags: Private Markets, Data, Intelligence, Strategy

Oxford Data Plan: Welcome to this week’s edition of The ODP Signal, our weekly read on the themes gaining momentum across earnings and market reactions.

Tags: market trends, alternative data, investment research, sentiment analysis

Equilend: We launched our new Data & Insights MCP connector, allowing users to ask market questions in natural language.

Tags: AI, Data, Securities Finance, MCP

Alternit One: Even the most advanced AI cannot overcome poor-quality information, which is why trusted, well-governed data is the foundation of every successful AI initiative.

Tags: AI, Data Governance, Technology, Alternative Investments

Equilend: We launched the new Equilend Data & Insights MCP Connector to help clients access trusted securities finance intelligence.

Tags: AI, Securities Finance, Data, Technology

Oxford Data Plan: We expanded our real estate alternative data coverage with the launch of our new Lennar dataset.

Tags: Alternative Data, Real Estate, Data, Investing

LSEG Data & Analytics: Our new research explores the gap between headline earnings and underlying cash generation for hyperscalers.

Tags: AI, Investment, Earnings, Research

Oxford Data Plan: We now offer daily drug-level sales data for nine large-cap pharmaceutical companies, including Merck, AbbVie and Eli Lilly.

Tags: Alternative Data, Pharma, Healthcare, Investment Research

LSEG Data & Analytics: In our latest blog, we connect climate management and ambition data to refine Implied Temperature Rise estimates.

Tags: Climate, Data, ESG, Analytics

Oxford Data Plan: We have expanded our real estate alternative data coverage with a new Lennar dataset.

Tags: Alternative Data, Real Estate, Data, Product Launch

Compliance

A&C Corporate Services LLC: We are helping firms get ahead of Q4 compliance, governance meetings, and filings before year-end.

Tags: Year-End Planning, Corporate Governance, Compliance

ACA Group: Compliance should be a foundational part of any fund launch, not an afterthought.

Tags: Fund launch, Emerging managers, Compliance

A&C Corporate Services LLC: We are a one-stop solution for all your compliance needs, from filings and governance to office services and registered agent status.

Tags: corporate compliance, registered agent, outsourcing

Conduit Security: We are hosting a timely conversation on navigating growing compliance demands and staying ahead of fraud.

Tags: Fraud prevention, Compliance, Regulation

RQC Group: Our refreshed Financial Crime e-Learning suite is now available to help you strengthen your firm's compliance culture.

Tags: Financial Crime, e-Learning, AML, Market Abuse

Comply: Our Communications Archiving solution is designed to avoid the structural risks of other WhatsApp archiving vendors.

Tags: Communications Archiving, WhatsApp, Technology, Risk Management

A&C Corporate Services LLC: A missed annual report or state filing can become a big problem when you're trying to close a transaction or obtain financing.

Tags: Corporate Compliance, Corporate Services, Registered Agent

Skematic: We are taking on the work of a Compliance Program Operator, from remembering every policy exception to reconciling brokerage statements.

Tags: Compliance, Technology, Automation, RegTech

STP Investment Services: The SEC and CFTC have again extended the compliance date for the 2024 Form PF amendments, now to July 1, 2027.

Tags: Form PF, SEC, CFTC, Compliance

ACA Group: The SEC's latest Risk Alert spotlights deficiencies in investment advisers' annual compliance reviews.

Tags: SEC, Risk Alert, Regulation, Investment Adviser

A&C Corporate Services LLC: An Employer Identification Number is a crucial requirement for hiring employees, opening business bank accounts, and maintaining compliance.

Tags: EIN, Business Formation, Corporate Compliance

Skematic: We collected five arguments that help CCOs get budget approval for compliance technology and other spending.

Tags: Budgeting, CCO, Technology

ACA Group: Our new Pre-Call Screening capability brings the expert review process into one centralized workflow.

Tags: Expert networks, Compliance automation, RegTech, AI

A&C Corporate Services LLC: We track every requirement and prepare filings in advance so you’re never racing the clock.

Tags: filing, deadlines, regulations

Judd Advisory Limited: We are partnering with Chameleon Compliance Ltd to deliver a training session on the FCA's new non-financial misconduct rules.

Tags: FCA, SMCR, Regulation, Training

Skematic: It's back-to-school season for compliance, and time to get everyone caught up on certifications.

Tags: Compliance, RegTech, Reporting

STP Investment Services: Our Head of Compliance, Lori Weston, spoke with FundFire about the SEC's proposal to rescind the Pay-to-Play Rule.

Tags: SEC, Pay-to-Play, Regulation, Compliance

A&C Corporate Services LLC: Our centralized services help multi-entity businesses track deadlines, maintain records, and file reports for each entity.

Tags: Corporate services, Compliance, Data & Analytics, Operations

CV5 Capital: Cayman funds may have a CRS Compliance Form due on 15 September 2026, even with no reportable investors.

Tags: Cayman Islands, CRS, Tax Compliance, Fund Governance

A&C Corporate Services LLC: It's a common point of confusion, so we're clarifying the distinction between a registered office and a registered agent.

Tags: registered agent, registered office, corporate compliance

Fundsure: We created a decision-making guide for credit committees to navigate Annex 1 lender compliance.

Tags: FCA, AML, Lending, Regulation

Skematic: Our founders Charles Steerman and Brian Kesselman cut through the hype to discuss where AI can truly help compliance teams.

Tags: AI, Compliance, Technology

Skematic: We analyzed the six deficiencies in the SEC's new risk alert on adviser annual compliance reviews, noting the common thread of process failures.

Tags: SEC, Risk Alert, Compliance Review, Regulation

RQC Group: We updated our suite of SMCR training courses to reflect the FCA's latest expectations on Non-Financial Misconduct.

Tags: SMCR, FCA, Non-Financial Misconduct, Training

STP Investment Services: Happy National Compliance Officer Day to all the dedicated professionals who help firms manage risk and stay ahead of regulations.

Tags: Compliance, People

STP Investment Services: We created a 90-second video on how to prepare for an SEC exam with little warning.

Tags: SEC, RIA, CCO, Compliance

A&C Corporate Services LLC: We provide one point of contact for entity formations, registered agent services, annual reports, and tax compliance across all fifty states.

Tags: corporate services, entity management, registered agent, compliance

A&C Corporate Services LLC: We help you prepare for state-specific regulatory changes across all 50 states, keeping your business in compliance.

Tags: Regulatory Updates, Corporate Compliance, Nationwide Services

RFA: The SEC has told firms not to use AI notetakers in meetings with its examiners, guidance that may be hard to follow.

Tags: SEC, AI, Compliance, Technology

Optima Partners: We are hosting a discussion on CIMA's new independent AML audit requirement with NAV Fund Services on October 14.

Tags: AML, Cayman Islands, Fund Management, Events

RQC Group: The SEC's latest Risk Alert highlights common failures in adviser annual compliance reviews, including delayed reviews and inadequate testing.

Tags: SEC, Compliance Review, Risk Management, Investment Advisers

Fundsure: We are pleased to announce our rebuilt training catalogue for 2026, offering 20 courses assessed by The CPD Certification Service.

Tags: Compliance Training, CPD, Financial Services, Regulation

RQC Group: The FCA's latest review of asset managers and alternative firms found recurring weaknesses in financial crime frameworks.

Tags: Financial Crime, AML, FCA, Regulation

Skematic: We spoke with 24 CCOs to understand why they hesitate to switch from legacy compliance platforms and what gives them the confidence to move.

Tags: CCOs, Compliance, Technology, Risk Management

A&C Corporate Services LLC: Don't fall for scams from predatory corporate service providers capitalizing on compliance anxiety.

Tags: Corporate Governance, Compliance, Scam, FinCEN

Regulation

CV5 Capital: Our new article examines the regulatory and operational framework for launching a CTA or managed futures fund.

Tags: Managed Futures, CTA, Fund Formation, Regulation

Reg-X Innovations: ESMA's new weekly commodity derivatives position reporting framework takes effect on 3 September, bringing updated technical and operational requirements.

Tags: ESMA, MiFID II, Commodity Derivatives, Regulatory Reporting

Reg-X Innovations: We believe the conversation around ASIC's derivative reporting regime is shifting from implementation to proving data accuracy.

Tags: ASIC, Regulatory Reporting, Derivatives, RegTech

Reg-X Innovations: We considered what closer alignment between CFTC and SEC swap reporting could mean for firms as the August 24 comment deadline nears.

Tags: CFTC, SEC, Swap Reporting, Regulatory Reporting

AutoRek: We released a new whitepaper on Canada’s Retail Payments Activities Act, which is now in force.

Tags: Canada, Retail payments, Safeguarding, PSP

STP Investment Services: Our Head of Compliance, Lori Weston, contributed to a recent Private Equity Law Report article on the SEC's 2026 Reg Flex Agenda.

Tags: SEC, Private funds, Compliance, Form PF

Reg-X Innovations: ESMA’s European Single Access Point is moving from planning into implementation, with Phase 1 data collection beginning in July 2026.

Tags: ESAP, ESMA, Regulatory Reporting, Data Quality

CV5 Capital: Our new article examines CIMA's Rule and Statement of Guidance on Corporate Governance for Cayman fund boards.

Tags: Cayman Islands, Fund Governance, CIMA, Compliance

Optima Partners: Our latest Optima Newsletter is now live, featuring key regulatory updates and industry developments.

Tags: compliance, newsletters, regulatory updates

Reg-X Innovations: We see firms constantly struggle with Unique Transaction Identifiers (UTIs) not matching between counterparties, creating reconciliation problems.

Tags: UTI, Reg Reporting, EMIR, Trade Reporting

RQC Group: The SEC's recent charges against Adit Ventures highlight the continued regulatory focus on governance, transparency, and conflicts of interest.

Tags: SEC, Governance, Compliance, Conflicts of interest

Optima Partners: Our latest regulatory and compliance newsletter is now available.

Tags: compliance, newsletter, regulatory updates

Reg-X Innovations: The SEC and CFTC have extended the compliance date for 2024 Form PF amendments to July 1, 2027.

Tags: Form PF, SEC, CFTC, Regulatory Reporting

Quadrangle: We are seeing sponsored repo annexes for U.S.

Tags: Treasury, Repo, SEC, Risk Management

Judd Advisory Limited: The FCA's new non-financial misconduct rules take effect today, changing how firms must investigate and report on their staff.

Tags: FCA, non-financial misconduct, SMCR

RQC Group: Our September 2026 Regulatory Newsletter is out, covering key developments from UK asset management reform to new SEC and CFTC rules.

Tags: Compliance, FCA, SEC, Newsletter

Optima Partners: Our latest Optima Newsletter is now live, featuring key regulatory updates and industry developments.

Tags: Regulatory updates, Newsletter

Optima Partners: We have acquired Trifecta Advisory Group Limited, a specialist regulatory advisory firm based in ADGM.

Tags: acquisition, ADGM, UAE, middle east

Reg-X Innovations: Our new Regulatory Reporting Spotlight looks at the common issues we are seeing, from data quality to upcoming regulatory change.

Tags: Regulatory Reporting, Data Quality, RegTech, Compliance

Reg-X Innovations: The enhanced HKTR framework introduces 183 mandatory reporting fields, but that is not the biggest challenge.

Tags: HKTR, Data Quality, Reporting, Data Governance

CV5 Capital: We examined CIMA's new Rule on Compliance with Financial Sanctions and its implications for Cayman regulated funds.

Tags: Cayman Islands, CIMA, Sanctions, Compliance

Fund HQ: We're exploring the trade-offs between direct FCA authorisation and using a regulatory host for new fund managers.

Tags: FCA, Fund Launches, Compliance, Regulation

CV5 Capital: For most alternative investment managers, UCITS and Cayman funds are not competing structures.

Tags: Fund Structuring, UCITS, Cayman Funds, Alternative Investments

RQC Group: The SEC has proposed rescinding Rule 206(4)-5, citing concerns over its complexity and compliance costs.

Tags: SEC, Compliance, Regulation, Investment Management

Reg-X Innovations: In the conversation around South African OTC derivatives reporting, we find that the ability to submit is only part of the picture.

Tags: South Africa, Regulatory Reporting, OTC Derivatives, Data

A&C Corporate Services LLC: The September 15 partnership return deadline is approaching, so now is the time to ensure your Partnership Representative is properly designated.

Tags: tax, compliance, fund management, alternative investments

AutoRek: We've explored what the latest ISO 20022 developments mean for operations, reference data, reconciliation and exception management.

Tags: ISO 20022, Data Management, Sibos, Payments

Reg-X Innovations: A report can be successfully submitted and still be wrong, creating a gap between submission and assurance.

Tags: Regulatory Reporting, RegTech, Data Quality, Compliance

RQC Group: We have successfully guided more than 500 firms through the FCA authorisation process, with a 100% approval rate.

Tags: FCA, Authorisation, Compliance, Financial Services

Optima Partners: We published two new regulatory alerts for investment advisers and fund managers.

Tags: SEC, Compliance, AML, Cayman Islands

AutoRek: Our VP of Payments & Retail Banking, Nick Botha, is joining a panel to discuss the realities of the new safeguarding rules.

Tags: Safeguarding, Payments, Compliance, Operational Resilience

CV5 Capital: Our new guide outlines what Cayman fund boards can expect from a CIMA AML inspection and where documentary gaps most often appear.

Tags: AML, Cayman Islands, CIMA, Compliance

AutoRek: Swift is removing unstructured postal addresses from cross-border payment messages as part of the ISO 20022 migration.

Tags: ISO 20022, Swift, Payments, Data Management

Reg-X Innovations: The UK EMIR reconciliation scope has expanded, bringing more of our underlying trade data into scope for inter-counterparty testing.

Tags: UK EMIR, EMIR, Regulatory Reporting, Reconciliation

Reg-X Innovations: Our Reg-X platform was named a Chartis RiskTech100® 2027 Disruptor for our work in regulatory risk and reporting.

Tags: RegTech, Reporting, Awards, AI

Reg-X Innovations: The HKTR will soon close another part of the pre-ISO reporting route, ending acceptance of certain post-trade events through its old system.

Tags: HKTR, ISO 20022, Regulatory Reporting, Hong Kong

ACA Group: The UK's transaction reporting rules are entering their next phase, with an early view of the guidance and validation rules now available.

Tags: Transaction reporting, FCA, MiFIR, Compliance

CV5 Capital: The Cayman Islands’ fund ecosystem is defined by its depth, institutional infrastructure, and regulatory discipline, with 31,547 funds as of Q3 2026.

Tags: Cayman Islands, Investment Funds, Fund Governance, CIMA

Reg-X Innovations: ACER has updated its REMIT reporting guidance, providing additional information on how the Delivery point or zone should be reported.

Tags: REMIT, ACER, Regulatory Reporting, Energy Trading

Suntera Global: We broke down the FCA's new non-financial misconduct rules and what they mean for firms operating across the UK.

Tags: SMCR, FCA, Non-financial misconduct, Consumer Duty

ACA Group: The SEC has sharpened its focus on private credit valuation, reinforcing existing fair value and disclosure obligations.

Tags: SEC, Private Credit, Valuation, Compliance

Reg-X Innovations: Firms do not need to wait until 2028 to start identifying where the real implementation work sits for UK MiFIR.

Tags: MiFIR, Transaction Reporting, FCA, ESMA

Events

Thrive: Our team had a great time at Telarus Partner Summit 2026, connecting with partners and colleagues.

Tags: IT solutions, Partnerships, Channel partners, Events

Datox: Our team is heading to Riyadh for LEAP 2026 to demonstrate how we are transforming financial reporting with AI and agents.

Tags: LEAP 2026, RegTech, AI, Reporting

Comply: Join our webinar on August 18 to learn how to navigate the transition from state to SEC registration as your AUM crosses $100M.

Tags: SEC, Compliance, Webinar, Regulation

Gallagher: We presented the 2nd Annual Play With Purpose in partnership with Hollywood Park and Special Olympics Southern California, bringing together 80 of our volunteers with over 120 athletes and their families.

Tags: Community, Partnership, Volunteering

Abacus: Our Nelson Gomes joined the "Competitive Process" panel at IT Nation Grow to discuss how running a real auction changes deal outcomes.

Tags: M&A, Events, IT Nation

Gallagher: Our sponsored driver, Scott McLaughlin, represented us in the No.

Tags: Sponsorship, Racing, Team Penske

Comply: Our upcoming webinar breaks down what it takes to build a compliance program that's ready for SEC registration.

Tags: SEC, Compliance, Webinar, Regulation

Thrive: Our team had a great time at Telarus Partner Summit 2026, connecting with partners and colleagues.

Tags: IT solutions, Partnerships, Channel partners, Events

STP Investment Services: Our team will be at the Future Proof Festival in Huntington Beach from September 14-17 to discuss the future of investment operations.

Tags: Fund Administration, Compliance, Events, Investment Operations

EquiLend: Our EquiLend Cares India team hosted a Repair Café Workshop at our Bangalore office for employees.

Tags: sustainability, ESG, e-waste, employee engagement

Conduit Security: We are joining Corbin Capital Partners to discuss the intersection of operational due diligence, cash controls, and the evolving threat of wire fraud.

Tags: ODD, Due Diligence, Wire Fraud, Cybersecurity

Gallagher: We're excited to watch Scott McLaughlin race the Gallagher car this Sunday, August 16, at the Ontario Honda Dealers Indy.

Tags: Gallagher Racing, Indy, Scott McLaughlin

Suntera Global: We are hosting a lunch and learn with DLA Piper in Los Angeles on September 15th.

Tags: Private Equity, Venture Capital, Fund Formation, Emerging Managers

Thrive: Our team joined the Bluewave Technology Group 2026 Golf Outing for a panel on 'How AI Is Transforming Businesses Today'.

Tags: AI, Technology, Cybersecurity, Events

SmartSettle AI: We are heading to InvestOps Europe on 16 and 17 September to showcase our SmartSettle AI at Booth 10.

Tags: InvestOps, T+1, Settlement, AI

SmartSettle AI: We are at InvestOps Europe this week showcasing our new SmartSettle AI solution for T+0 settlement exceptions.

Tags: T+0, Settlement, AI, InvestOps

Abacus: We were proud to sponsor last week’s 47Ventures.io NYC Networking Reception, bringing together leaders from across the investment management industry.

Tags: Networking, Alternative Investments, Financial Services

LSEG Data & Analytics: We are pleased to welcome Young Choi of LG AI Research to our LSEG Insight Series in The Gulf.

Tags: AI, Wealth Management, Digital Transformation, Events

BMS Group: We are looking forward to returning to Monte Carlo for the Rendez-Vous de Septembre from 5–9 September 2026.

Tags: conference, insurance, reinsurance

ACA Group: We are joining ACA Group and Goodwin on September 24 for a practical discussion on launching a private fund, from readiness to regulatory success.

Tags: Private funds, Fund launch, Compliance, Regulation

STP Investment Services: Our team is looking forward to joining BNY's Data & Analytics Global Client Forum in London on October 14-15.

Tags: data & analytics, technology, london, conferences

Conduit Security: We are joining a timely webinar tomorrow to discuss how finance and operations leaders can strengthen payment controls.

Tags: Payments, Fraud, Risk Management, Operations

Abacus: We were proud to sponsor this week’s CapLink Group Private Capital Summit in Dubai.

Tags: Private Credit, AI, Risk Management, Middle East

AutoRek: Our team is at InvestOps Europe today and tomorrow at Booth 6.

Tags: InvestOps, Automation, AI, Operations

Alternit One: Our team explored what deploying enterprise AI within a regulated fund really involves at the HFM European COO Summit.

Tags: AI, Technology, Regulation, Cybersecurity

Suntera Global: Our specialists will be attending the Monaco Yacht Show 2026 from 23-25 September.

Tags: Private Wealth, Events, Capital Markets

LSEG Data & Analytics: We are hosting a Reuters Newsmaker interview with Federal Reserve Governor Christopher Waller on 3 September 2026.

Tags: Federal Reserve, Interest rates, Inflation, US economy

Datox: We are heading to Riyadh to attend Money20/20 Middle East from 14-16 September 2026.

Tags: Money20/20, Fintech, Middle East, Startup

Opus Fund Services: We are honored to join the Women in Finance Group community and a world-class conference.

Tags: Women in Finance, Finance Events, Networking

AutoRek: Our team is at InvestOps Europe today and tomorrow, and you can find us at Booth 6.

Tags: InvestOps, AI, Automation, Operational Excellence

Gallagher: Our team is hosting a discussion on the practical challenges of AI in manufacturing on September 17.

Tags: AI, Manufacturing, Industry 4.0

Reg-X Innovations: Our team joined the Strate ODP Market Training Workshop to discuss the practical challenges of OTC derivatives reporting.

Tags: South Africa, OTC derivatives, Regulatory reporting, Data

Suntera Global: We are proud to be sponsoring The African Circuit Mauritius Flagship Conference 2026 in Port Louis this September.

Tags: Africa, Mauritius, Fund Structuring, Investment

Atlas Technica: We hosted an insightful luncheon event in Boston on Artificial Intelligence for Alternative Investments.

Tags: AI, alternative investments, events, Boston

One Ten Associates: Our team joined the HFM European COO Summit for an expert panel on building a coherent AI strategy.

Tags: AI, Hedge funds, Operations, Technology

The Ascent Group: We are proud to be a Gold Sponsor for Pulse of Fintech 2026, taking place on 10 September in Mauritius.

Tags: fintech, africa, events, sponsorship

LSEG Data & Analytics: Join our upcoming Winter Outlook for European Power webinar, where we will explore the complex factors shaping the season ahead.

Tags: Power Markets, Europe, Webinar, Risk Management

Reg-X Innovations: We are looking forward to the Securities Finance Symposium on September 22.

Tags: Securities Finance, Regulation, Capital Markets, Data & Analytics

Thrive: We are hosting a half-day workshop in Miami on October 8th to help business leaders implement AI in their organizations.

Tags: AI, Technology, Workshop, Miami

ACA Group: We are hosting a discussion on the next phase of FINRA's branch office supervision framework.

Tags: FINRA, Compliance, Broker-Dealer, Regulation

Alternit One: Our CTO Chris Steele and Founding Partner Carrie Whamond are pulling back the curtain on the decisions behind deploying enterprise AI in a regulated fund.

Tags: AI, Compliance, Hedge funds, Technology

Datox: Our CEO, Farrukh Mukhitdinov, will take the Innovation Spotlight stage at RegTech Summit London on October 1.

Tags: RegTech, Regulatory Reporting, AI, Data

Datox: Our team is heading to Money20/20 Middle East in Riyadh to see the latest fintech innovation from the GCC.

Tags: Fintech, Asset Management, GCC, Middle East

Suntera Global: We are looking forward to attending the DSR Investment Summit Riviera 2026 in Nice this September.

Tags: DSR Investment Summit, Keynote, Speaking engagement

Reg-X Innovations: We are pleased to sponsor Strate’s ODP Market Training Workshop on the practical realities of South Africa’s evolving OTC derivatives reporting framework.

Tags: OTC Derivatives, Trade Reporting, South Africa, Regulation

Suntera Global: Our managing director, Toni Bonzon, will be attending the STEP LatAm Conference in São Paulo from 16-18 September.

Tags: Private Wealth, Wealth Planning, International Structuring, LatAm

LSEG Data & Analytics: We are hosting a webinar on the winter outlook for European power, covering gas supply, price volatility, and hydro conditions.

Tags: European Power, Power Markets, Webinar, Energy

Reg-X Innovations: Our team is looking forward to discussing the practical implementation of REMIT II at Energy Trading Week in London this September.

Tags: REMIT, Energy Trading, Regulation, Reporting

Atlas Technica: We hosted an AI for AI Executive Roundtable luncheon for investment firm MDMs, CIOs, and partners in Chicago.

Tags: AI, Technology, Alternative Investments, Roundtable

Suntera Global: We are delighted to sponsor the CoolPlay SA Gala Dinner in South Africa, celebrating this year’s theme of Heromakers.

Tags: South Africa, Fundraising, ESG

Oxford Data Plan: Our team is attending the AFI Global Hedge Fund Innovation Summit on Thursday, 8 October at the Royal Society of Chemistry.

Tags: hedge funds, innovation, events

Reg-X Innovations: Our team is heading to the Securities Finance Symposium in London next week, where our regulatory reporting SME will join a panel on AI's real role in the industry.

Tags: Securities Finance, AI, Regulatory Reporting, RegTech

Conduit Security: We are joining leaders from Deloitte and Kyriba to explore how treasury and finance teams can reduce fraud risk.

Tags: payment fraud, risk management, treasury, webinar

Thrive: Our marketing team came together in Boston for our annual summit and HubSpot's Unbound conference.

Tags: Marketing, Team Building, AI

Equilend: We hosted our 2026 EquiLend EMEA Client Day at The Ned in London, bringing the community together.

Tags: Securities finance, Client day, Digital assets, London

Reg-X Innovations: Our team is at Energy Trading Week in London, joining discussions on the future of the market and regulatory change.

Tags: Energy Trading, Regulation, REMIT, Events

STP Investment Services: We are at ALTSDC 2026 in Washington, DC this week to discuss alternative investment growth strategies.

Tags: alternative investments, fund administration, middle office, events

Optima Partners: We are hosting a webinar on the rapidly evolving NAV funding market, covering structure, suitability, and scrutiny.

Tags: NAV financing, Webinar, Private credit, Fund management

Suntera Global: Our team is attending SBC Summit 2026 in Lisbon from 29 September to 1 October.

Tags: SBC Summit, Isle of Man, Company Structuring, Business Development

AutoRek: We are hosting the AutoRek ISO Survival Bar at Sibos for attendees to discuss the ISO 20022 transition.

Tags: Sibos, ISO 20022, Operations, Networking

Bare Cove Technology: Our Sydney team had a great day at the AIMA Australia Annual Forum, which was full of fantastic content and networking.

Tags: AIMA, Australia, Networking

RQC Group: We hosted an end-of-summer golf social at The Leatherhead Club for a small group of our industry partners.

Tags: Networking, Industry partners, Social event

ECI: We had a great night at Fenway Park with our clients, colleagues, and partners.

Tags: client events, networking

Optima Partners: We joined Global Relay in New York to discuss the evolving regulatory environment ahead of the SEC’s new fiscal year.

Tags: Regulation, SEC, AI, Risk Management

SmartSettle AI: We're joining SmartSettle AI to host a reception in Midtown Manhattan on October 1.

Tags: AI, Operations, Technology, Events

Conduit Security: We are looking forward to our webinar tomorrow.

Tags: webinar, registration

Abacus: Our team is in Orlando next week for the MSP Summit, with three sessions on the agenda covering the future of managed services and investment strategy.

Tags: MSP Summit, Managed Services, Awards

Fund HQ: Our team joined the With Intelligence COO Summit for a valuable pulse-check on the hedge fund industry.

Tags: hedge funds, coo summit, asset management, macro strategies

Thrive: We're bringing together private equity innovators, operators, and capital partners in NYC with Vector Advisory and Lockton.

Tags: Private Equity, Networking, NYC, Value Creation

STP Investment Services: We're back for day two of TSAM, The Summit for Asset Management, and ready to talk all things operations.

Tags: asset management, operations, conferences

STP Investment Services: We are excited to attend and sponsor Uncorrelated AltsOps 2026 in a few weeks.

Tags: Alternative Investments, Operations, Compliance, Fund Services

Abacus: We hosted our Client AI Council in London, bringing together senior leaders and AI strategists from our financial services client community.

Tags: AI, Cybersecurity, Financial Services, Technology

AutoRek: The countdown is over and ITC Vegas 2026 is here, where we have our stand fully built and ready.

Tags: ITC Vegas, Insurance, Technology

LSEG Data & Analytics: We are offering a buy-one-get-one registration for our upcoming Large Corporate Leveraged & Middle Market Loans Conference.

Tags: Private Credit, Syndicated Lending, Loans

LSEG Data & Analytics: Our team is heading to #WFIC26 in Copenhagen to explore how a data universe can unlock new opportunities and drive innovation.

Tags: Data & Analytics, Capital Markets, Events, LSEG

Suntera Global: We were delighted to be the gold sponsor at the CoolPlay SA Gala Dinner in Cape Town for the second consecutive year.

Tags: charity, sponsorship, South Africa

BMS Group: We're bringing our broking, reinsurance, and specialist expertise to CIAB to engage with industry peers, clients, and partners.

Tags: CIAB, Insurance, Reinsurance, Risk Management

ACA Group: Join our cross-functional discussion on October 20 about the compliance, operations, and distribution challenges facing scaling private markets firms.

Tags: Private Markets, Compliance, Operations, Regulation

ECI: We were proud to co-sponsor AIMA’s recent Japan Seminar, which brought together a host of alternative investment professionals.

Tags: AIMA, Cybersecurity, AI, Japan

Optima Partners: We're pleased to sponsor IMPACT® 2026 in Boston from October 27-29.

Tags: IMPACT 2026, RIA, Investment Advisors, Wealth Management

Skematic: We are proud to sponsor the European Hedge Fund Legal and Compliance Summit in St Albans next week.

Tags: Hedge Funds, Compliance, Regulation

Judd Advisory Limited: We're looking forward to catching up with friends, clients, and contacts at the HFM Legal and Compliance Summit next week.

Tags: HFM, Conference, Compliance

Alternit One: We are hosting a dinner with Nosirrah Capital for COOs and CTOs to discuss the practical considerations of deploying enterprise AI.

Tags: AI, Technology Governance, Cybersecurity, Operations

LSEG Data & Analytics: We are bringing together market leaders and experts in Dubai on 29 October to explore the outlook for oil, agriculture, and metals.

Tags: Commodities, Data & Analytics, Capital Markets, Middle East

Atlas Technica: We are hosting two upcoming AI for Alternative Investment executive luncheons next week in California.

Tags: AI, Alternative Investments, Networking, California

Abacus: We were thrilled to sponsor SuperReturn CFO/COO Amsterdam

Tags: SuperReturn, Cybersecurity, Operational Resilience, Private Capital

STP Investment Services: We're heading to the 2026 NSCP National Conference in Orlando from October 25-28.

Tags: Compliance, Risk Management, Events

Bare Cove Technology: Our London team is at the AFI Innovation Summit in Mayfair today.

Tags: Hedge Funds, Innovation, Technology, Events

Optima Partners: Our team joined the AllianceBernstein Private Equity CFO/CCO Conference for a panel on designing finance and operations models for scale.

Tags: Private Equity, Operations, Outsourcing

ADM Investor Services International Limited: We are excited to welcome guests to our London Sugar Week Rooftop Party today.

Tags: Sugar, Commodities, Networking, London

View ADM Investor Services International Limited on ALTALLO

Judd Advisory Limited: We are attending and sponsoring the HFM Legal and Compliance Summit next week.

Tags: HFM, FCA, SEC, Regulation

Atlas Technica: Our team joined the BUILD IT Live 2026 conference in New Jersey last week for a presentation on leadership.

Tags: Conferences, Culture, Hiring

Technology

LSEG Data & Analytics: Our new report explores how AI agents trained on trusted financial data could transform the way investment banks work.

Tags: AI, Investment Banking, Compliance, Data

Thrive: Launching an AI project doesn't have to be daunting if you have a clear, disciplined approach and the right foundation.

Tags: AI, Data & Analytics, Technology, Cybersecurity

Atlas Technica: We released our newest Security Brief from our AI & Advisory team, OpenClaw.

Tags: AI, Cybersecurity, Alternative Investments

ACA Group: We have partnered with Pagefreezer to help financial services firms automate website archiving for SEC and FINRA recordkeeping.

Tags: Recordkeeping, Archiving, RegTech, Compliance

Dashro Solutions: We believe integrating a new banking partner should be a simple configuration, not a multi-month development cycle.

Tags: IT infrastructure, APIs, Wealth management, System integration

RFA: For almost 40 years, we have helped financial institutions adopt new technology, from the cloud to cybersecurity.

Tags: AI, Managed Services, Cybersecurity, FinTech

AutoRek: Our CEO, Chris Livesey, explores how AI is influencing enterprise software and operating models in financial services.

Tags: AI, financial control, enterprise software, data governance

Atlas Technica: Our new brief makes the case for governance as a competitive advantage in the path to AI alpha.

Tags: AI, Governance, Cybersecurity, Risk Management

Lanware: We are using the Copilot Index to securely connect business-critical data to advanced AI models.

Tags: Microsoft Copilot, AI, Automation, Data

ECI: Our next-generation ELLA platform is on its way, bringing AI-driven automation, governance, and operational visibility into a single unified experience.

Tags: AI, Automation, Digital Transformation, FinTech

SmartSettle AI: Our CEO, David Lancer, published an article on how AI is changing post-trade operations for the better.

Tags: AI, Post-trade, Operations, Settlements

Dashro Solutions: Our FLOW 2.0 platform now features a dedicated corporate actions module to resolve complex workflows.

Tags: Corporate Actions, Operational Risk, Wealth Management, STP

Atlas Technica: We just released our latest AI brief, Secure AI Foundation (SAIF), authored by our Global Head of AI & Advisory.

Tags: AI, Cybersecurity, Compliance, Governance

Dashro Solutions: Our new platform, FLOW 2.0, resolves the tension between straight-through processing and a rigorous audit trail for every action.

Tags: STP, Operational Risk, Compliance, Audit Trail

Atlas Technica: We recently joined AIMA for a webinar on Artificial Intelligence for Alternative Investments (AI for AI).

Tags: AI, Hedge Funds, Private Equity, Webinar

SmartSettle AI: Meet Bell, our new AI chat assistant, now live on our website.

Tags: AI, T+1, Settlement, Chatbot

Lanware: Our CTO, Dan O., explains the main advantage of Microsoft Copilot's multi-model system.

Tags: AI, Microsoft, Copilot

ECI: Our AI was built over years of real-world deployment, not just recent press releases.

Tags: AI, Due Diligence, Technology

Abacus: We know governing AI is ongoing work, which is why we run it as a managed service and not a one-time engagement.

Tags: AI, AIGovernance, Compliance, Managed Services

AutoRek: We joined InvestOps for a webinar on the shift from automation to genuine autonomy in reconciliation.

Tags: AI, Automation, Reconciliation, Operations

Alternit One: Many firms are using AI, but lasting value is created by building the right foundations first.

Tags: AI, governance, data, alternative investments

Alternit One: The firms gaining the most from AI are not using the most sophisticated tools, but those that can demonstrate confidence in their strategy.

Tags: AI, Innovation, Governance, Risk Management

Alternit One: We help alternative investment firms adopt AI safely, consistently, and strategically across their business.

Tags: AI, Risk Management, Operations

SmartSettle AI: We wrote a new article on how AI is starting to reshape capital markets and post-trade operations.

Tags: AI, Capital Markets, Post-trade, Operations

Thrive: Technical debt isn't just a technology challenge; it's a business challenge that especially impacts mid-market organizations.

Tags: Technical Debt, IT, Cybersecurity, Mid-market

Alternit One: We explored the five characteristics we consistently see in organizations that are preparing for AI successfully.

Tags: AI, AIGovernance, DigitalTransformation

RQC Group: We have evolved our e-Learning platform to make accessing and managing our training easier and more flexible for clients.

Tags: e-learning, compliance training, regtech

Thrive: We partnered with Hewlett Packard Enterprise and Omdia on a new report about cloud computing for the mid-market.

Tags: Cloud, Cybersecurity, Technology, Mid-market

Lanware: We are hosting an expert panel webinar on the financial impact and ROI of artificial intelligence for fund managers.

Tags: AI, Fund Management, Investment Management, ROI

STP Investment Services: We help family offices see the complete picture of generational wealth, moving beyond asset-level reports to map ownership through time and people.

Tags: Family Office, WealthTech, Generational Wealth, Data & Analytics

Alternit One: Many AI initiatives fail to deliver value because they start with technology, not a business challenge.

Tags: AI, AI strategy, alternative investments

MIK Fund Solutions: Most AI projects fail to scale across an organization, but not because the technology is flawed.

Tags: AI, Asset Management, Hedge Funds, Data

ACA Group: Our new guide explores how enterprise-scale technology and managed services can help modernize regulatory filings.

Tags: Regulatory Reporting, Compliance, Automation, Managed Services

Meraki Global Advisors: Our new whitepaper with Extraordinary AI explores why the buy side has been slow to adopt generative AI.

Tags: AI, Hedge Funds, Asset Management, Data & Analytics

AutoRek: We unpacked what’s really fueling the shift to modern payments and where the biggest operational challenges are hiding.

Tags: AI, Payments, Infrastructure, Regulation

Lanware: Our Managing Director Henry Duncombe explains how the role of the MSP is changing from keeping infrastructure running to supporting broader IT transformation.

Tags: MSP, IT transformation, Outsourcing

ECI: We are building a new class of investment research tools to make every research note, transcript, and memo instantly searchable and summarized.

Tags: AI, Investment Research, Knowledge Management

Dashro Solutions: Our new FLOW 2.0 platform institutionalises your middle office by embedding complex business logic into a centralised, automated architecture.

Tags: Middle Office, WealthTech, Automation, Key Person Risk

ECI: We believe alternative investment firms don't need another AI pilot; they need repeatable execution.

Tags: AI, Digital Transformation, Data & Analytics, Alternative Investments

Gallagher: Our 2026 US Talent Benchmarks Report explores how organizations are balancing AI innovation with transparency.

Tags: AI, HR, Talent Strategy, Future of Work

Abacus: We launched AI³ (Abacus AI Acceleration), a new strategic initiative for adopting, managing, and scaling artificial intelligence with governance at its core.

Tags: AI, Managed Services, Governance, Innovation

Lanware: Join our expert panel to discuss the true cost of AI and the shift from free access to metered pricing.

Tags: AI, Fund Management, Digital Transformation, Investment Management

Dashro Solutions: We developed FLOW 2.0 to eliminate cash visibility gaps and provide absolute intraday liquidity certainty.

Tags: Liquidity Management, WealthTech, Asset Management, SWIFT

Dashro Solutions: We have launched FLOW 2.0 to help wealth and asset managers automate their payment workflows.

Tags: WealthTech, Asset Management, SWIFT, Payment Automation

ECI: Our CEO, Jeff Schmidt, is leading ECI as an AI-driven organization, a standard he holds himself and our teams to every day.

Tags: AI, Leadership, Company Culture

Alternit One: Our team is exploring AI readiness for hedge funds at the Hedge Fund COO Summit Europe.

Tags: AI, Hedge Funds, Data, Infrastructure

LSEG Data & Analytics: We explore how AI is becoming a major driver of the energy transition.

Tags: AI, Energy, ESG, Sustainable Finance

Lanware: The EU AI Act may not directly apply to most UK financial services firms, but it is already shaping what good AI governance looks like.

Tags: AI, Regulation, EU, UK

Lanware: We are hosting an expert panel on the true cost of AI, featuring leaders from The CIO Circle, Rebalance Earth, and GHO Capital.

Tags: AI, Cost Management, Webinar, Expert Panel

Skematic: AI makes it cheaper than ever to build compliance tech, but it doesn't make it cheaper to own.

Tags: Compliance, BuildVsBuy, AI, Technology

Lanware: Our CTO, Dan O., explored the vital role modern MSPs play in helping clients address today’s AI challenges.

Tags: AI, IT, MSPs

RQC Group: Our September issue of The Alternative Investor explores how AI is reshaping how firms operate, compete, and allocate capital.

Tags: AI, Alternative Investments, Regulation, Compliance

MIK Fund Solutions: Alpha doesn't just come from better ideas, but from better and faster information.

Tags: Portfolio Management, Risk Management, Data & Analytics, Trading

Datox: Microsoft has featured our work in a new article on building AI agents for real-world enterprise workflows.

Tags: AI, RegTech, Enterprise AI

Dashro Solutions: We designed FLOW 2.0 to institutionalise middle-office operations and systematically neutralise Key Person Risk.

Tags: Operational Resilience, DORA, Key Person Risk, Regtech

Alternit One: Before investing in another AI platform, we ask one question: What business problem are we trying to solve?

Tags: AI, Due diligence, Digital transformation

ECI: Our London team spent the day focused on AI from the inside out.

Tags: AI, AI adoption, Workflow, Technology

ECI: Firms that succeed with AI won't necessarily own the best model, as models are evolving too quickly.

Tags: AI, Data & Analytics, Innovation, Financial Services

Dashro Solutions: We believe technology should protect a firm's competitive advantage, not erode it.

Tags: Asset Management, WealthTech, Software, Operations

Meraki Global Advisors: We looked at six common mistakes managers are making in AI adoption and how to avoid them.

Tags: AI, Hedge Funds, Operations, Data & Analytics

Alternit One: Our latest article explores why many AI projects struggle to deliver results and what firms can do differently.

Tags: AI, AIGovernance, AlternativeInvestments

Abacus: We are putting AI to work for community health clinics across documentation, patient outreach, claims, and contact centers.

Tags: AI, Healthcare, Automation, Case study

Lanware: We can help you supercharge Microsoft Copilot by extending it with your non-Microsoft 365 data.

Tags: Microsoft Copilot, AI, Data, Security

Datox: We have launched Datox Pulse, our new, free regulatory intelligence tool for fund managers and administrators.

Tags: RegTech, Regulatory Reporting, Compliance, Data & Analytics

Alternit One: Successful AI adoption is about more than just technology, requiring a combination of the right people, governance, and business objectives.

Tags: AI, Technology, Future of Work, Alternative Investments

ECI: Our proprietary AI platform, ELLA, is shaping our entire organization, not just our sales strategy.

Tags: AI, Managed IT, Vendor Management

ECI: Our leadership team is personally committed to building an AI-driven organization from the inside out.

Tags: AI, Leadership, Digital Transformation

Skematic: A client recently called our Skematic tool their “compliance best friend,” which is not something you typically hear about a compliance system.

Tags: Compliance, RegTech, Software

CV5 Capital: Tokenisation can improve a fund's transferability, but it does not remove its underlying legal architecture.

Tags: Tokenisation, Digital Assets, Fund Structuring, Blockchain

RFA: We are hosting a session on establishing secure AI programs for regulated firms, covering the current state of AI in financial services and the risks of shadow AI.

Tags: AI, Cybersecurity, Compliance, Events

MIK Fund Solutions: Our multi-asset OMS now covers all listed and OTC instruments, from equities and bonds to private deals and exotics.

Tags: OMS, Trading, AI, Automation

Gallagher: We examined why energy access is now one of the most important factors in data center site selection.

Tags: Data Centers, Energy, Infrastructure, Site Selection

LSEG Data & Analytics: We introduced Equity Market Analytics in Workspace AI Search to help users explore data through natural-language prompts.

Tags: AI, Data & Analytics, Capital Markets, Trading

Lanware: We explored the financial realities of AI adoption in our latest on-demand webinar.

Tags: AI, Cost Management, ROI, Strategy

Arcana: Our MCP is now available in Claude’s official Connector Directory, making our portfolio intelligence available wherever investment teams work.

Tags: Portfolio Management, Data & Analytics, AI, Integrations

Equilend: We are helping firms scale execution and increase efficiency in their securities lending workflows.

Tags: trading, automation, front office, securities lending

Alternit One: The question is no longer if firms should adopt AI, but what needs to happen to deploy it responsibly.

Tags: AI, Operating model, Cybersecurity, Data

Lanware: Before financial services firms can create value from AI, their data, processes, and controls need to be ready to support it.

Tags: AI, Data & Analytics, Operations, Risk Management

Acadia.im: We created a visual explainer on the shift in SaaS per-seat pricing models.

Tags: SaaS, Pricing Models, Technology

Dashro Solutions: We find that for independent asset managers and family offices, the mandate to modernise is frequently paralysed by the fear of a core system migration.

Tags: IT transformation, operations, automation, APIs

Dashro Solutions: Financial technology projects often fail because generic IT consultants don't understand institutional finance.

Tags: Fintech, Wealthtech, Asset Management, Family Office

Skematic: We built Skematic to solve a common compliance headache: the entire program living in one person's head or on a single piece of paper.

Tags: RegTech, Compliance, GRC, FinancialServices

Reg-X Innovations: We are introducing RIVA, our new intelligent validation and automation agentic AI for regulatory reporting.

Tags: RegTech, AI, Automation, Regulatory Reporting

Alternit One: We developed an AI Readiness Framework to help alternative investment firms prepare for scaling AI.

Tags: AI, Digital Transformation, Alternative Investments

AutoRek: We've joined forces with Linedata to explore the future of managed reconciliation in a 30-minute webinar.

Tags: Reconciliation, Controls, Webinar, Partnership

Lanware: We hosted an expert panel on the true cost of AI and how to assess return on investment for fund managers.

Tags: AI, Cost Management, Investment Management, Webinar

Alternit One: Many firms are introducing AI, but far fewer are truly AI-ready across their strategy, governance, data, and people.

Tags: AI, Infrastructure, Data

Thrive: We are hosting a webinar on the foundations of successful AI execution, from understanding processes to examining security, data, and performance best practices.

Tags: AI, Webinar, Cybersecurity, Data

Operations

Dashro Solutions: We believe deploying high-value analysts to manually hunt for trade breaks is a severe misallocation of human capital.

Tags: Reconciliation, T+1, STP, Automation

A&C Corporate Services LLC: We're asking whether you're overpaying for registered agent and corporate services, and when you last reviewed your providers.

Tags: corporate services, registered agent, business operations, vendor management

AutoRek: We helped a leading Irish insurer automate how they allocate funds and reconcile remittance files across their CRM and finance systems.

Tags: payment operations, reconciliation, automation, insurance

OpsCheck: We built OpsCheck as the ultimate operations command center to consolidate all your operational tasks.

Tags: Technology, Workflow management, Risk management, Compliance

OpsCheck: Stop doing operations the hard way with spreadsheets and emails, which slows you down and creates risk.

Tags: Operations, Technology, Workflow management, Compliance

Opus Fund Services: We are demonstrating our 'Billion-Dollar Blueprint' for fund managers whose growth is outpacing their current administrator.

Tags: Fund administration, Operating model, Technology, Data

Cartesian FinOp Partners: Our middle and back office is prepared to move to a 23/5 operational model.

Tags: outsourcing, middle office, back office, T+1

View Cartesian FinOp Partners on ALTALLO

Equilend: We are celebrating our 25th anniversary with a refreshed brand and a new logo.

Tags: Branding, Securities finance, Technology

AutoRek: Building a great product is only part of the story, so we've learned that sustainable growth comes from earning trust.

Tags: fintech, growth, credibility

AutoRek: We joined InvestOps for a webinar on why the tipping point for AI in financial operations has arrived.

Tags: AI, Automation, Reconciliation, Webinar

CV5 Capital: Our latest note examines anti-dilution levies and swing pricing for hedge funds, and how they affect dealing costs.

Tags: Hedge funds, Fund governance, NAV, Swing pricing

Skematic: We are launching our Partnership Program to formalize how we work with compliance consultants.

Tags: Compliance, Partnerships, Consultants

OpsCheck: We built OpsCheck to be the ultimate operations command center, consolidating all of your operational tasks so nothing falls through the cracks.

Tags: opscheck, workflow management, operational excellence, reporting

Abacus: Our own Tajinder Singh Jandu shares what White Glove Service means to him, starting with his early days working directly with clients.

Tags: Client service, Managed services

STP Investment Services: Our latest article explores why family office modernization requires more than another platform.

Tags: family office, data, technology, operations

ACA Group: The conversation at NICSA, InvestOps, and the Marcus Evans COO Summit is shifting from efficiency toward resilience, operational ownership, and long-term sustainability.

Tags: Operations, Resilience, COOs

Acadia.im: We help firms leverage their in-house expertise to build a world-class demand generation engine.

Tags: demand generation, prospecting, data

Lanware: AUM may be the headline number, but it doesn't tell the whole story.

Tags: Fund-ops, Data & Analytics, AUM, Growth

Arcana: We are excited to join the ALTALLO ecosystem.

Tags: Hedge Funds, Asset Management, Discovery, Partnership

STP Investment Services: Our Head of Wealth Product & Solutions, Dean Lasalandra, shared his insights with FundFire on the growing private markets.

Tags: Private Markets, Data & Analytics, Workflows, STP

AutoRek: Our new whitepaper explores how payment service providers can build stronger controls without compromising growth.

Tags: Payments, Regulation, Technology, Risk Management

Dashro Solutions: We launched FLOW 2.0 to institutionalize the response to market events and help independent asset managers avoid operational crises.

Tags: Corporate Actions, Operational Risk, SWIFT, Wealth Management

CV5 Capital: Launching a fund on a platform can significantly shorten time to market compared to a standalone launch, which involves six critical workstreams.

Tags: Fund Launch, Hedge Funds, Cayman Islands, Digital Assets

Other

ECI: Threats in technology continue to evolve.

AutoRek: We're still buzzing after being named Best Reconciliation Solution at the FTF Awards in New York last month.

Optima Partners: Our latest Optima Newsletter is now live, featuring key regulatory updates and industry developments shaping conversations across...

Oxford Data Plan: 📊 Estimate vs Reported , Reddit, Inc.

Double Down Group: We're #hiring a new Managing Director of Client Management - IT MSP in Los Angeles Metropolitan Area.

ACA Group: Ready to expand your fund distribution into the U.S.?

Alternit One: Technology questions every PE investment team should be asking before signing the deal.

ECI: Richard Itri argues that the slow answer has become the losing answer.

LSEG Data & Analytics: Finding company data is easy. Maintaining a consistent view through identifier changes, corporate actions and restructurings is th...

HaysMac: We caught up with our former colleague George Taylor at his new restaurant, Jargo.

Tags: Alumni, Entrepreneurship, Careers

RFA: Fragmented IT creates fragmented accountability.

LSEG Data & Analytics: Regulation is constantly changing, placing increasing demands on risk, compliance and reporting teams.

Opus Fund Services: Thank you to Seth Damski, Avi Sage and Old City Investment Partners for spending time with us in the Opus Fund Services Open Kitch...

CV5 Capital: Counterparty risk is one of the few risks capable of causing permanent capital impairment, regardless of investment performance.

The Ascent Group: We’re excited to share that The Ascent Group has been shortlisted in the Hedgeweek® 𝗨𝗦 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟲.

HaysMac: We're here - For Business. For People.

ADM Investor Services International Limited: Why do so many transformation programmes fail to deliver their intended value?

View ADM Investor Services International Limited on ALTALLO

Comply: The compliance platform sets the rules.

SmartSettle AI: Last chance to register for our webinar on Wednesday, 29 July at 11:00 am EDT / 4:00 pm BST.

Thrive: ☁️ Endpoint and cloud security have improved, but routers and switches still run for years with outdated firmware and weak credenti...

ACA Group: Many fund launch delays are not driven by market conditions.

Buzzacott: Financial Services Sector Team: Buzzacott are proud to sponsor another The Winchester London event, especially an important initiative like this.

View Buzzacott: Financial Services Sector Team on ALTALLO

Thrive: Our New England sales team stepped off the clock and onto the pickleball court for a little competition, connection, and team buil...

Fundsure: 📢 The FCA's latest AML questionnaire results send a clear message to asset managers.

Reg-X Innovations: 𝗧𝗵𝗲 𝗨𝗻𝗶𝗾𝘂𝗲 𝗧𝗿𝗮𝗻𝘀𝗮𝗰𝘁𝗶𝗼𝗻 𝗜𝗱𝗲𝗻𝘁𝗶𝗳𝗶𝗲𝗿 (𝗨𝗧𝗜) 𝘄𝗮𝘀 𝗶𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗲𝗱 𝘁𝗼 𝗶𝗺𝗽𝗿𝗼𝘃𝗲 𝗰𝗼𝗻𝘀𝗶𝘀𝘁𝗲𝗻𝗰𝘆 𝗮𝗰𝗿𝗼𝘀𝘀 𝗴𝗹𝗼𝗯𝗮𝗹 𝘁𝗿𝗮𝗱𝗲 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴.

RQC Group: On 15 June 2026, the NFA introduced practical amendments to Compliance Rule 2-52 and Interpretive Notice 9082, reshaping who can r...

Buzzacott: Financial Services Sector Team: DFSA AUDIT MONITORING REPORT Having recently set up our Dubai Financial Services Authority (DFSA) audit practice, Buzzacott welcom...

View Buzzacott: Financial Services Sector Team on ALTALLO

Oxford Data Plan: Welcome to this week’s edition of #TheODPSignal, our weekly read on the themes gaining momentum across earnings, market reactions,...

Atlas Technica: Less than 2 weeks to go until BUILD IT Live, taking place in New Jersey on August 3-5, where Atlas Technica Founder & CEO, Serge B...

STP Investment Services: The SEC's decision to rescind its longstanding "no deny" policy marks a significant shift in the agency's approach to enforcement...

Matsco Solutions: Think of a password manager as a digital vault for your business.

BMS Group: We are proud to congratulate Cohort 2 of the BMS UK Accelerate Programme on completing their group learning phase.

Tags: Talent management, Professional development, Insurance, Corporate culture

HaysMac: We checked in with our alum, George Taylor, on the long-term impact of our graduate auditor programme.

Tags: graduate scheme, alumni, careers

AutoRek: Zillow Offers didn't have an AI problem.

HaysMac: Applications for the HaysMac Work Experience Programme are now open!

Matsco Solutions: Your team is your greatest asset.

The Ascent Group: We’re also excited to share that The Ascent Group has been shortlisted in the Hedgeweek® 𝗨𝗦 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟲.

RFA: If you're a COO, CIO, or Head of Technology at an alternative investment firm, a 30-minute strategy call with RFA is not a sales p...

ADM Investor Services International Limited: Markets start the week with a familiar challenge: how to balance a packed economic calendar against an increasingly uncertain geop...

View ADM Investor Services International Limited on ALTALLO

ADM Investor Services International Limited: Markets are weighing improving geopolitical prospects against growing questions around the AI investment boom.

View ADM Investor Services International Limited on ALTALLO

ADM Investor Services International Limited: Geopolitics, labour markets and earnings all vie for centre stage this week.

View ADM Investor Services International Limited on ALTALLO

Gallagher: As organizations deploy AI across their operations, questions have emerged about how traditional insurance policies respond to AI-...

Dashro Solutions: One of the most persistent bottlenecks in institutional payments is 𝗳𝗼𝗿𝗺𝗮𝘁 𝘁𝗿𝗮𝗻𝘀𝗹𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗯𝗮𝗻𝗸𝗶𝗻𝗴 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆.

Dashro Solutions: When speaking with wealth managers, brokerages, and banking teams, one common theme always emerges: 𝘁𝗲𝗮𝗺𝘀 𝘀𝗽𝗲𝗻𝗱 𝗳𝗮𝗿 𝘁𝗼𝗼 𝗺𝘂𝗰𝗵 𝘁𝗶𝗺𝗲...

ECI: Data products create momentum. Projects create delays.

EquiLend: Securities finance has delivered its strongest first half on record.

AutoRek: We're excited to announce that AutoRek has acquired Grath.

Abacus: CRN has named Anthony J. D'Ambrosi a finalist in its 2026 Best of the Channel Awards, in the Best Solution Provider CEO category....

Oxford Data Plan: Welcome to this week’s edition of #TheODPSignal, our weekly read on the themes gaining momentum across earnings, market reactions,...

ACA Group: A recurring theme among COOs: false economies.

Skematic: Watch a relay race handoff in slow motion.

EquiLend: Borrow Demand Is the Message. Lendable Supply Is the Context.

Buzzacott: Financial Services Sector Team: BUZZACOTT RECEIVES AUDIT REGISTRATION FROM ABU DHABI GLOBAL MARKET (ADGM) We are delighted to share that our UAE subsidiary, Buzza...

View Buzzacott: Financial Services Sector Team on ALTALLO

Alternit One: Technology has become one of the few areas capable of influencing every stage of the investment lifecycle.

Atlas Technica: We are pleased to share our latest blog post!

Thrive: Calling Florida Government Agencies!

Dashro Solutions: 𝗜𝘀 𝘆𝗼𝘂𝗿 𝗺𝗶𝗱𝗱𝗹𝗲 𝗼𝗳𝗳𝗶𝗰𝗲 𝘀𝘂𝗳𝗳𝗲𝗿𝗶𝗻𝗴 𝗳𝗿𝗼𝗺 𝗮𝗹𝗲𝗿𝘁 𝗳𝗮𝘁𝗶𝗴𝘂𝗲?

Thrive: Say hello to Jacob Hollowell 👋 In this Thrive Spotlight, meet Jacob, Manager of Service Operations, and learn more about the peopl...

Reg-X Innovations: Record keeping isn't about storing data.

STP Investment Services: Secondaries fundraising may be slowing in 2026, but liquidity pressure across private markets continues to shape investor behavior...

MIK Fund Solutions: MIK has been shortlisted for Multi-Asset Solution of the Year.

ACA Group: Wealth management is transforming.

Lanware: Who pulls the plug during a cyber incident?

Cartesian FinOp Partners: #Newport, RI knows how to kick off #FamilyOffice / Alts week right.

View Cartesian FinOp Partners on ALTALLO

CV5 Capital: Good crypto fund administration is about far more than calculating NAV.

Comply: A deregulatory shift doesn’t mean a lighter exam season.

Abacus: Career paths rarely follow a straight line.

Skematic: We won't say which platform this quote is about.

Atlas Technica: The Atlas Technica team was thrilled to be represented at various family office events that took place throughout Newport, RI earl...

Dashro Solutions: 𝗜𝗻 𝗶𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝗮𝗹 𝗳𝗶𝗻𝗮𝗻𝗰𝗲, 𝗿𝗲𝘀𝗼𝗹𝘃𝗶𝗻𝗴 𝗮 𝘀𝗶𝗻𝗴𝗹𝗲 𝗾𝘂𝗲𝗿𝘆 𝗿𝗲𝗴𝗮𝗿𝗱𝗶𝗻𝗴 𝗮 𝗽𝗮𝘆𝗺𝗲𝗻𝘁’𝘀 𝘀𝘁𝗮𝘁𝘂𝘀 𝗼𝗳𝘁𝗲𝗻 𝗲𝘅𝗽𝗼𝘀𝗲𝘀 𝘁𝗵𝗲 𝗳𝗿𝗮𝗴𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗼𝗳

Matsco Solutions: Did you know most security incidents start with compromised credentials?

STP Investment Services: When the industry moved to T+1 settlement in 2024, the focus was on getting through the transition successfully.

Lanware: Why do financial services firms invest heavily in cybersecurity, yet still fall victim to the same attacks?

Guardsman Technology: Grateful to Bank of America Prime Brokerage for inviting Guardsman Technology to their 2026 Hedge Fund Leadership Forum in London,...

Abacus: We’re looking forward to taking part in the panel, "The Competitive Process: How Running a Real Auction Changes Your Outcome” at T...

Gallagher: We launched 'Our Team, Our Story,' a new series exploring the people and values behind our partnerships.

Tags: Partnerships, Community, Company Culture, Brand

The Ascent Group: On 21 July, The Ascent Group joined the 𝗔𝗜𝗠𝗔 𝗛𝗼𝗻𝗴 𝗞𝗼𝗻𝗴 𝗙𝘂𝗻𝗱 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 𝗕𝗿𝗶𝗲𝗳𝗶𝗻𝗴: 𝗧𝗼𝗸𝗲𝗻𝗶𝘀𝗲𝗱 & 𝗩𝗶𝗿𝘁𝘂𝗮𝗹 𝗔𝘀𝘀𝗲𝘁 𝗙𝘂𝗻𝗱𝘀.

Judd Advisory Limited: We enjoyed a fantastic summer day out with a tour of Balfour Winery.

Tags: Team, Social Event

CV5 Capital: A seed deal is far more than a capital commitment.

AutoRek: Now that CASS 15 is live, the focus has shifted from implementation to evidence.

RQC Group: AI is now a governance issue, not just a technology initiative.

ECI: We are proud to announce the winners of our July 2026 Performance and Recognition Program.

Tags: Team, Recognition, Awards

ECI: Julius Damato explains why the browser has become the most important and often least managed application in the enterprise.

Atlas Technica: Our Chief Revenue Officer, Adam Menkes, was recently featured as a member of CalALTs (The California Alternative Investments Association).

Tags: People, Spotlight, Alternative Investments

Acadia.im: We are excited to announce our latest partnership.

Tags: partnership

Gallagher: In our latest Shaping the Game, we interviewed NZ Rugby's Kerry McKenzie about creating pathways for female leaders.

Tags: leadership, sports, diversity, Shaping the Game

BMS Group: We are proud to support Matilda Nicholls in the 2026 ILCA 6 World Championships in Dublin this week.

Tags: sponsorship

STP Investment Services: Happy Labor Day from all of us at STP Investment Services.

Tags: Labor Day, Team, Appreciation

Atlas Technica: This week, we celebrate the 10-year anniversary of our London operations.

Tags: anniversary, milestone, IT services

Datox: We have been selected for the EY FinTech growth programme 6.0, supported by Visa.

Tags: FinTech, RegTech, Startup, Awards

Gallagher: We are proud to partner with the San Diego Padres for the MLB playoffs.

Tags: Partnership, Sports

ECI: A culture of urgency and excellence comes from leadership that is in the business and sees the work firsthand.

Tags: Leadership, Company Culture

Abacus: It is with deep sadness that we share the passing of our dear friend, colleague, and CFO, Jesse Sanders.

Tags: In memoriam, Team

ACA Group: Our Pune office volunteered with the Lighthouse Communities Foundation to help over 60 young people prepare for their careers.

Tags: hiring, corporate responsibility, community, careers

AutoRek: Ahead of World Mental Health Day, we are recognizing the colleagues who have stepped forward to support others as Mental Health First Aiders.

Tags: Mental Health, Workplace Culture, Employee Support

Gallagher: We are proud to be a partner of the Chicago Cubs and are ready to see some playoff magic.

Tags: Chicago Cubs, GallagherPartner

Reg-X Innovations: 𝗔𝗰𝗰𝗲𝗽𝘁𝗲𝗱 𝗱𝗼𝗲𝘀𝗻'𝘁 𝗮𝗹𝘄𝗮𝘆𝘀 𝗺𝗲𝗮𝗻 𝗮𝗰𝗰𝘂𝗿𝗮𝘁𝗲.

STP Investment Services: Excited to announce our partnership with Greenboard!

Opus Fund Services: We’re excited to announce the release of a special edition Opus Fund Services “Open Kitchen” podcast, featuring home cooking from...

Abacus: AI regulation is fragmenting fast, and the gaps keep widening.

Capital Markets

LSEG Data & Analytics: Our latest IB Insider newsletter is live, featuring our new Investing in the Green Economy Report.

Tags: Newsletter, ESG, Deal Making, Asia Pacific

ADM Investor Services International Limited: Our latest Week Ahead report examines how rising energy prices, geopolitical tensions, and central bank expectations are becoming increasingly intertwined.

Tags: macroeconomics, geopolitics, energy markets, central banks

View ADM Investor Services International Limited on ALTALLO

LSEG Data & Analytics: Our Director of Consumer Research, Jharonne Martis, joined the Schwab Network to discuss Target's latest earnings.

Tags: Retail, Consumer research, Earnings

LSEG Data & Analytics: Global M&A has surged to US$3.19tn this year, but the real story lies beneath the headline numbers.

Tags: M&A, Investment Banking, Deal Making, Corporate Strategy

ADM Investor Services International Limited: In today's edition of The Day Ahead, we look at shifting market sentiment around the Persian Gulf, a hawkish RBA rate hold, and revised Singapore GDP forecasts.

Tags: macroeconomics, market commentary, central banks, geopolitics

View ADM Investor Services International Limited on ALTALLO

ADM Investor Services International Limited: Our latest London Wheat Report finds Black Sea export risks supporting sentiment, while the market awaits key US crop forecasts.

Tags: Wheat, Grains, Commodities, Futures

View ADM Investor Services International Limited on ALTALLO

LSEG Data & Analytics: Our new Deals Intelligence report finds that global M&A reached a record $2.85 trillion in H1 2026, even as deal volumes fell.

Tags: M&A, Deals, Investment Banking, Market Trends

ADM Investor Services International Limited: Our chief economist finds that Malaysia and Switzerland's Q2 GDP data add to the broader picture of resilience in the global economy.

Tags: macroeconomics, global markets, economic growth, gdp

View ADM Investor Services International Limited on ALTALLO

Acadia.im: Marketing is a numbers game, just like investing, where conversions and average contract value explain new revenues.

Tags: Marketing, Investing, Lead Generation

ADM Investor Services International Limited: Our chief economist notes that UK GDP data suggests the economy entered Q3 with more momentum than previously expected.

Tags: UK economy, GDP, inflation, geopolitics

View ADM Investor Services International Limited on ALTALLO

BMS Group: We have entered into a definitive agreement to sell BMS Re US to Willis Re.

Tags: M&A, Reinsurance, Insurance

ADM Investor Services International Limited: Black Sea export uncertainty remains a key driver for wheat markets, with damage to a grain terminal at Russia's Novorossiysk port keeping attention on the region.

Tags: Wheat, Grains, Commodity Markets, Agriculture

View ADM Investor Services International Limited on ALTALLO

ADM Investor Services International Limited: London wheat posted modest gains, moving higher despite weaker US markets which later followed suit.

Tags: Commodities, Agriculture, Wheat, Grains

View ADM Investor Services International Limited on ALTALLO

ADM Investor Services International Limited: Our latest London Wheat Report explores how Black Sea grain exports and US biofuel policy are driving the grain markets.

Tags: grain markets, wheat, commodities, black sea

View ADM Investor Services International Limited on ALTALLO

ADM Investor Services International Limited: Our latest Day Ahead examines escalating tensions in the Persian Gulf and their impact on market sentiment.

Tags: geopolitics, macroeconomics, inflation, energy markets

View ADM Investor Services International Limited on ALTALLO

ADM Investor Services International Limited: Our latest commentary explores whether policymakers can continue tightening monetary policy with negative real rates and weak growth.

Tags: Central Banks, Inflation, Interest Rates, ECB

View ADM Investor Services International Limited on ALTALLO

BMS Group: We have released our North American Marine Market Update for Q2 2026.

Tags: Marine, Insurance, North America, Report

HaysMac: We share critical factors for a successful hotel exit, from tax planning to due diligence readiness.

Tags: hotels, M&A, due diligence, tax

HaysMac: Our team supported Bravura Solutions Limited on its dual-admission onto the AIM market of the London Stock Exchange.

Tags: deal announcement, AIM, London Stock Exchange, capital markets

LSEG Data & Analytics: We are exploring the latest El Niño outlook, Northern Hemisphere winter forecasts, and the potential implications for commodity markets.

Tags: El Niño, Commodity Markets, Forecast, Webinar

ADM Investor Services International Limited: Our latest commentary examines the implications of rising bond yields and questions around financing the AI investment boom.

Tags: bond yields, AI, trade, geopolitics

View ADM Investor Services International Limited on ALTALLO

ADM Investor Services International Limited: In our latest Week Ahead Preview, we analyze the contrast between subdued market volatility and a growing list of uncertainties.

Tags: Macroeconomics, Central Banks, Inflation, Geopolitics

View ADM Investor Services International Limited on ALTALLO

ADM Investor Services International Limited: Our Chief Economist Marc Ostwald examines the Bank of Japan's latest rate hike and its impact on the yen.

Tags: Bank of Japan, Yen, Central Banks, Macroeconomics

View ADM Investor Services International Limited on ALTALLO

ADM Investor Services International Limited: We've seen several key developments in the wheat markets, including talk of a limited Black Sea ceasefire for grain shipments.

Tags: Wheat, Grains, Commodities, Agriculture

View ADM Investor Services International Limited on ALTALLO

BMS Group: Our commitment remains clear: delivering specialist broking and reinsurance solutions that prioritise independence, expertise, and strong client relationships.

Tags: reinsurance, broking, strategy

HaysMac: Our Equity Capital Markets specialists support listed finance teams across audit, tax, deal advisory and risk.

Tags: Equity Capital Markets, CFO, Public Companies, Audit

BMS Group: Our Chief Broking Officer joined The Voice of Insurance podcast to discuss the softening (re)insurance market.

Tags: reinsurance, risk management, insurance

One Ten Associates: Our own Harry Rogers is sharing his insights on hedge fund expansion.

Tags: Hedge funds, Expansion, Capital markets, Insights

ADM Investor Services International Limited: In our latest Week Ahead Preview, we look at the geopolitical developments and economic data releases competing for market attention.

Tags: macroeconomics, market outlook, inflation, equities

View ADM Investor Services International Limited on ALTALLO

ADM Investor Services International Limited: Our latest London Wheat Report is now available, covering a quiet trading session that saw prices close modestly firmer.

Tags: Wheat, Grain Markets, Commodities, Futures

View ADM Investor Services International Limited on ALTALLO

HaysMac: Our new short film features Marcus Stuttard of the London Stock Exchange on how CFOs build investor trust.

Tags: CFO, investor relations, reporting, governance

ADM Investor Services International Limited: Our latest edition of The Ghost in the Machine explores the interconnected forces influencing agricultural markets.

Tags: Agriculture, Commodities, Supply Chains, Market Insights

View ADM Investor Services International Limited on ALTALLO

HaysMac: We created an IPO Readiness Roadmap to help CFOs prepare for life as a public company, not just the transaction.

Tags: IPO, CFO, Capital Markets, Public Markets

ADM Investor Services International Limited: Our new London Wheat Report is now available, covering the latest trade policy developments and export availability.

Tags: Wheat, Grains, Agriculture, Commodities

View ADM Investor Services International Limited on ALTALLO

Equilend: Our Chief Strategy Officer, Simon Heath, joined the latest Asia Securities Finance Monthly podcast to share his perspective on where the industry is heading.

Tags: securities finance, APAC, podcast

Risk Management

CV5 Capital: Our new article examines the structural and operational requirements for launching an event-driven or merger arbitrage hedge fund.

Tags: Merger Arbitrage, Event-Driven, Hedge Funds, Compliance

ACA Group: To help firms avoid performance reporting errors, we developed a new four-pillar framework for strengthening oversight and improving data quality.

Tags: performance, data quality, reporting, governance

Gallagher: Our Private Equity practice Co-Lead, Simone Bonnet, explains why an integrated approach is essential for modern deal execution.

Tags: Private Equity, Risk Management, M&A

Conduit Security: We analyzed the risk of wire fraud, a threat that puts both funds and trust at risk across every industry.

Tags: Wire Fraud, Fraud Prevention, Liability

STP Investment Services: We explored how firms can balance investor flexibility with long-term portfolio integrity as evergreen fund adoption accelerates.

Tags: liquidity management, evergreen funds, investor relations, portfolio management

ACA Group: Our team joined the Marcus Evans COO Summit to discuss how hero culture creates operational risk.

Tags: hero culture, operational risk, COO, capacity

Quadrangle: Our latest post breaks down where NDA risk actually hides and what good NDA lifecycle management looks like.

Tags: NDA, Contract Management, LegalTech, Risk Management

Alternit One: Operational due diligence is evolving to include questions about artificial intelligence, from usage and ownership to controls and oversight.

Tags: Operational Due Diligence, AI, Governance, Technology

Quadrangle: We are following up on our earlier alert on checking your contracts' NAV triggers in light of recent market volatility.

Tags: NAV triggers, fund finance, contracts, contracts

CV5 Capital: Our latest insight examines what recent market events tell us about building a credible hedge fund risk management framework.

Tags: Hedge Funds, Risk Management, Fund Governance, ODD

Lanware: The biggest AI risk in fund management isn't being left behind, but accelerating an operating model that isn't ready.

Tags: AI, Operations, Technology, Risk Management

Optima Partners: Our new insight examines how private equity firms can manage AI-driven risks across their portfolios.

Tags: Private Equity, AI, Risk Management

CV5 Capital: Our latest article examines the mechanics, costs, and controls for currency-hedged share classes.

Tags: Fund Structuring, Share Classes, Fund Governance, Currency Hedging

Gallagher: We are moving from reactive risk management to proactive planning for business resilience.

Tags: business resilience, risk management, proactive planning

Conduit Security: In our latest podcast, we unpack how business email compromise and wire fraud schemes actually work.

Tags: Fraud, Treasury, Payments, BEC

Gallagher: Today’s business interruption risks are harder to predict and contain, from cyber outages to supply chain disruption.

Tags: business interruption, resilience, cybersecurity, supply chain

STP Investment Services: Our latest article explores why fee calculation governance matters and how tiered fee schedules can impact reported performance.

Tags: performance, fees, GIPS, reporting

Alternit One: Many firms like yours already have employees using AI, but very few have clear governance around it.

Tags: AI, AIGovernance, Risk Management, Technology

BMS Group: Our CBO and CEO of UK & International Reinsurance, Richard Dudley, joined the Supercede Podcast to discuss the impact of AI on the insurance market.

Tags: AI, Insurance, Risk Management, Technology

CV5 Capital: A fund’s dealing terms must promise investors access to cash that the underlying assets can actually support at fair value.

Tags: Fund Liquidity, Fund Governance, Valuation, Private Credit

AutoRek: We helped a leading global payments provider strengthen reconciliation across its complex network of partners and payment methods.

Tags: Reconciliation, Payments, Automation, Case study

Gallagher: We explore how geopolitical competition is reshaping global trade and how organizations can prepare for the next supply chain disruption.

Tags: geopolitics, supply chain, risk management

Abacus: Examiners are asking for proof of how AI tools are used, not just the contracts that approved them.

Tags: AI, Compliance, Data security, Regulation

Gallagher: We believe that disruption rarely arrives from a single source, as environmental, economic, and operational risks are increasingly interconnected.

Tags: Resilience, Extreme Weather, Operational Risk

HaysMac: For the CFOs of listed businesses, transfer pricing is about much more than tax compliance and belongs on the wider governance agenda.

Tags: transfer pricing, governance, tax, CFO

Lanware: AI technical debt is an emerging risk that we believe requires effective lifecycle management.

Tags: AI, Technology, Risk Management

ACA Group: Our GIPS® compliance program depended heavily on one employee, creating key-person risk as our firm grew.

Tags: GIPS, Compliance, Key-person risk, Scalability

Cybersecurity

Matsco Solutions: With remote work here to stay, we are focused on the password security challenges this presents for distributed teams.

Tags: Cybersecurity, Remote Work, Risk Management, Technology

Lanware: When a cyber incident occurs, every second counts and you need to know who is empowered to act.

Tags: cyber risk, incident response, service providers

Thrive: Join our security solutions and product marketing team next month for a webinar on security in an AI-driven world.

Tags: AI, Webinar, IT infrastructure

Abacus: Our Director of Cybersecurity, Travis DeForge, shared his perspective with ALTALLO on what alternative investment managers need to know before expanding into the Gulf.

Tags: Cybersecurity, Risk Management, UAE, Compliance

ACA Group: Many AI platforms can unintentionally bypass existing access controls and expose sensitive firm and client data.

Tags: AI, Risk Management, Data & Analytics, Compliance

Conduit Security: A recent case involving the U.S.

Tags: Wire Fraud, Cybersecurity, Risk Management, Fraud Prevention

Conduit Security: A recent wave of vishing attacks against major financial institutions is a stark reminder to build verification into your work.

Tags: vishing, financial crime, private equity, cyber risk

ACA Group: A coordinated voice phishing (vishing) campaign is targeting financial services firms like hedge funds and private equity.

Tags: Vishing, Social engineering, Cyber risk

Matsco Solutions: Reusing passwords across multiple accounts is one of the most dangerous habits in the digital world.

Tags: cybersecurity, passwords, risk management

Thrive: We are making new investments in our NextGen platform with modernized security integrations from Elastic and Cato Networks.

Tags: Technology, Outsourcing, Cybersecurity, Cloud

Conduit Security: AI has not changed the fraud playbook, but it has made the evidence far more convincing and harder to spot.

Tags: AI, Fraud prevention, Finance, Technology

Thrive: Our new case study with the Town of Davie, Florida, explores the vital difference between simple backup and true disaster recovery.

Tags: case study, disaster recovery, government, IT

Tantalum Security: We are hosting a masterclass on how to break AI before someone else does, covering the massive increase in AI and LLM vulnerabilities.

Tags: AI, Cybersecurity, Risk Management, Technology

View Tantalum Security on ALTALLO

Dashro Solutions: We built FLOW 2.0 to solve a paradox in financial services, where firms fortify cybersecurity yet approve payments over insecure email.

Tags: Payment security, Operational risk, Compliance, Fintech

ACA Group: We simulate real-world vishing attacks to test how employees respond to voice-based threats.

Tags: Vishing, Cyberattacks, Threat intelligence, Social engineering

Thrive: Our Cyber Security Incident Response Team Director explains why state-sponsored cyber activity is now a daily business risk.

Tags: cyber risk, incident response, state actors, UK

ACA Group: Our upcoming webcast explores how to configure AI tools to reduce cyber exposure while supporting responsible use.

Tags: AI, Cybersecurity, Data, Risk Management

Abacus: Our latest article with ALTALLO explores the similarities and differences between cybersecurity and regulatory requirements for firms in London, Abu Dhabi, and Dubai.

Tags: Cybersecurity, Risk Management, Regulation, Compliance

Conduit Security: A familiar face on a video call isn’t enough to verify a payment request, as our latest blog explains.

Tags: deepfakes, payments, fraud, verification

Abacus: Our incident response team responded to more than 100 breaches last year, revealing several key trends.

Tags: Incident Response, Data Breach, Cyber Risk, Ransomware

ACA Group: This Cybersecurity Awareness Month, we’re shining a light on exposures that can hide in plain sight.

Tags: Cyber Risk, Attack Surface, Technology

Conduit Security: We are partnering with Bridge Alternatives to help alternative investment managers prevent payment fraud.

Tags: payment fraud, fraud prevention, alternative investments, partnership

Thrive: We launched our new AI Readiness Assessment to evaluate your firm's data, governance, and security environment.

Tags: AI, Data Governance, Security, Technology

ECI: A modern exposure management program should not simply tell you how many alerts were generated.

Tags: Cybersecurity, Risk Management, Technology, Data & Analytics

Alternit One: Giving AI access is easy, but governing that access is much harder.

Tags: AI, Data Security, Access Control, Compliance

Thrive: We are exploring the difference between Zero Trust and Least Privilege and how they work together to protect your firm.

Tags: Zero Trust, Least Privilege, Cybersecurity

RFA: Our team has seen client employees try to upload company data into external AI tools, a practice known as shadow AI.

Tags: Shadow AI, AI Governance, Cybersecurity, Technology

ECI: Our new whitepaper explains why "not used for training" doesn't mean your data is secure on enterprise AI platforms.

Tags: AI, Data Security, AIGovernance, Alternative Investments

ECI: Our new white paper explores the expanding scope of technology exposure, including the risks of shadow AI.

Tags: AI, Cybersecurity, Risk Management, Data

Awards

Conduit Security: We have been named #206 on the Inc.

Tags: Inc. 5000, Software, Cybersecurity, Wire fraud

Abacus: We jumped from No. 94 to No. 7 on this year's CRN Fast Growth 150 list, reflecting our deliberate growth and recent acquisitions.

Tags: CRN, Fast Growth 150, MSP, Awards

ECI: We are proud to recognize our 2025 Top Performers for their outstanding contributions, dedication, and commitment to excellence.

Tags: Team, Culture, Recognition

Abacus: We are proud to make the Inc. 5000 list for the fifth time, ranking as one of the fastest-growing private companies in the country.

Tags: Inc 5000, Growth, Awards

Abacus: We are proud to be shortlisted in four categories at this year's Private Equity Wire US Awards, including Managed Service Provider and Cyber Security Solution Provider of the Year.

Tags: Private Equity, Technology, Cybersecurity, Cloud Services

Suntera Global: Our client services director in Jersey, Frances Arrowsmith, has been shortlisted for Trustee of the Year at the Citywealth IFC Awards 2027.

Tags: Jersey, Trust Services, Awards

ECI: Congratulations to the exceptional performers of the month for July 2026.

Tags: ECI, Performance, Recognition

Abacus: We placed No. 10 on the 2026 CRN Fast Growth 150 list of North America's fastest-growing technology solution providers.

Tags: CRN, Growth, MSP, Technology

Oxford Data Plan: We are proud to be selected for the Tech Nation FutureFifty 2026 cohort, joining an incredible lineup of innovative UK businesses.

Tags: FutureFifty, Tech Nation, UK tech

Atlas Technica: We are thrilled to be shortlisted for four categories at the 2026 Hedge Fund Services Awards.

Tags: Hedge Fund Services Awards, Awards, Hedge funds

LSEG Data & Analytics: We are proud to be named Best Cloud-Based Data Provider and Best Market Data Provider at the Inside Market Data & Inside Reference Data Awards 2026.

Tags: Market Data, Cloud, Awards

Abacus: We are honored to be named Cyber Advisory Team of the Year by Cynomi.

Tags: Cybersecurity, Awards

Meraki Global Advisors: We're proud to be shortlisted for Best Outsourced Trading Solution at the 2026 US Hedge Fund Services Awards.

Tags: Outsourced Trading, Hedge Funds, Awards

Atlas Technica: We are thrilled to announce that we were named the winner of the Best Managed Service Provider award at the With Intelligence US Hedge Fund Services Awards.

Tags: Awards, Managed services, Hedge funds

ACA Group: We are proud to be named to the 2027 Chartis RiskTech100 for our risk and compliance solutions.

Tags: RiskTech100, RegTech, Risk Management, Compliance

Meraki Global Advisors: We are proud to be named Best Outsourced Trading Solution at the 2026 HFM US Services Awards by With Intelligence.

Tags: Outsourced Trading, Awards, Hedge Funds

Arcana: We were named to this year’s Breakout List, which highlights startups investors believe exceptional people should join.

Tags: startups, hiring, financial services, technology

Atlas Technica: We were named Best Managed Service Provider for the hedge fund industry at the With Intelligence HFM US Services Awards 2026.

Tags: Awards, Hedge funds, Managed services

Thrive: We are proud to share that we were named Cloud MSP of the Year at the 2026 Channel Partners MSP Summit.

Tags: Cloud, MSP

Atlas Technica: We are thrilled to announce that our Founder & CEO, Serge Bukhar, was named the 2026 MSP 501 Executive of the Year.

Tags: People, Awards, Technology, Leadership

The Ascent Group: We are proud to be named Fund Administrator of the Year for start-up and emerging managers at the Hedgeweek US Awards 2026.

Tags: Fund Administration, Start-ups, Emerging Managers, Awards

Atlas Technica: We are thrilled to announce that our Founder & CEO, Serge Bukhar, was named the 2026 MSP 501 Executive of the Year.

Tags: Awards, Hiring, Technology, People

Suntera Global: Our team recently attended the STEP Private Client Awards 2026 in London, where we were shortlisted in the Trust Company of the Year (Large Firm) category.

Tags: Awards, Private Wealth, Events

Trading

LSEG Data & Analytics: We sat down with Centiva Capital, LSEG EMEA Execution Solutions, and LSEG Equities for the latest episode of Hedge Fund Huddle.

Tags: Hedge funds, Data, Trading, Capital markets

EquiLend: Our NGT platform processed a record 4.34 million trades in July, representing $4.94 trillion in notional value.

Tags: NGT, Securities Lending, Trading Volumes, Fintech

LSEG Data & Analytics: In modern financial markets, trading decisions are made in milliseconds, but the real challenge goes beyond receiving information first.

Tags: Data & Analytics, Trading, Technology, Capital Markets

EquiLend: Our NGT platform processed 3.93 million trades in August, representing $4.84 trillion in notional value.

Tags: Securities Finance, NGT, Trading Volume, Equities

Equilend: Our NGT platform processed 4.21 million trades in September, making it the third-highest month on record for the platform.

Tags: securities finance, trading volumes, NGT, fintech

Equilend: We have entered into an agreement with Cboe Clear Europe to connect our trading and post-trade infrastructure to their securities lending clearing service.

Tags: clearing, securities finance, post-trade, CCP

Hiring

Acadia.im: We're hiring for a Business Development Manager to join our team in London.

Tags: hiring, business development, London, UK

Double Down Group: We are hiring a new Enterprise Sales Director to join our team in New York.

Tags: Hiring, Sales, New York

Opus Fund Services: We are excited to announce that John Harnett is rejoining our team as US Sales Director, based in New York.

Tags: Appointments, Fund Administration, Sales, Private Markets

Double Down Group: We are hiring a Founding Sales Director for our Quant Research AI team in New York.

Tags: hiring, sales, AI, quant

Thrive: Meet Jenna Hicks, our Manager of Client Delivery, in our latest Thrive Spotlight.

Tags: Employee Spotlight, Careers

Double Down Group: We are hiring an Office Manager, Admin, and Research Assistant to join our team in Austin, Texas.

Tags: Hiring, Jobs, Austin

Double Down Group: We are hiring a Founding Sales Engineer to join our Agentic AI Startup in New York.

Tags: Hiring, Sales, AI, Startup

RQC Group: Meet Kate O’Connor, one of the newest analysts to join our team.

Tags: Team, Compliance, Financial Services, Hiring

Double Down Group: We are hiring for a Head of Client Services for our Wealth Management division.

Tags: hiring, wealth management, client services, phoenix

Double Down Group: We are hiring a new Head of Americas Sales in New York to lead our analytics, trading, market data, and infrastructure sales.

Tags: Hiring, Sales, Trading, Market Data

ACA Group: We are excited to welcome Tina Frausto as our new AI and Business Transformation Leader.

Tags: AI, Leadership, Appointments

HaysMac: We are delighted to welcome Matthew Clarke as our new Chief People Officer.

Tags: People, Leadership, New hire

Double Down Group: We are hiring a Product Marketing Manager to join our team in New York.

Tags: Hiring, Jobs, Product Marketing

Double Down Group: We are hiring a new enterprise sales director to join our team in New York.

Tags: Hiring, Sales, New York, Analytics

Atlas Technica: We are continuing to build our teams across the globe this autumn.

Tags: Hiring, Talent Acquisition, Global Hiring, Tech Careers

Double Down Group: We are looking for an Investment Operations Senior Associate to join our team in the Dallas-Fort Worth Metroplex.

Tags: hiring, investment operations, dallas

HaysMac: We are thrilled to welcome our September 2026 associate intake to the firm this week.

Tags: Careers, Hiring, Team

Double Down Group: We are hiring a new Enterprise Account Executive for our Investment Research Technology team in New York.

Tags: Hiring, Jobs, Account Executive, New York

Arcana: We are thrilled to welcome Ashutosh Vispute to our Hong Kong team.

Tags: Hong Kong, APAC, Team, Expansion

Atlas Technica: We are growing our team to build what's next in AI.

Tags: AI, Hiring, Tech Jobs

HaysMac: We are looking for graduates, placement year students, and school leavers who are curious, motivated, and ready to learn.

Tags: recruitment, students, graduates, careers

Double Down Group: Our team is hiring for a new Investment Operations Senior Associate in the Dallas-Fort Worth Metroplex.

Tags: hiring, investment operations, jobs

HaysMac: We're delighted to welcome Hanish Arora to our firm as the new Head of CASS in our Risk Assurance and Advisory Services team.

Tags: Appointments, Risk, CASS, Regulation

The Ascent Group: We are thrilled to welcome Renee Tang to our team as Business Development Manager for China.

Tags: New Hire, China, Business Development

Fund HQ: Our team congratulates Maria on her new full-time role at Janus Henderson Investors.

Tags: Fund HQ, Janus Henderson Investors, Hiring, Team

Thrive: Meet Frank Zhang, a Senior Developer on our Digital Platform team.

Tags: Employee Spotlight, Company Culture, Team, Careers

The Ascent Group: We are hiring for an Associate/Senior Associate in Client Services to join our team in Kuala Lumpur.

Tags: Hiring, Jobs, Client Services

Equilend: We are proud to congratulate our Managing Director and Head of Data & Insights, Nancy E.

Tags: Awards, Hiring, Securities Finance, ESG

Guardsman Technology: We are delighted to welcome Andriyana to the team.

Tags: Team, CTO, AI

Suntera Global: We are seeking a proactive and detail-oriented Trust Officer to join our collaborative Trust team in the Isle of Man.

Tags: Hiring, Trust Officer, Isle of Man, Jobs

Double Down Group: We are hiring for our investment technology sales and account management teams in the United States.

Tags: Hiring, Jobs, Careers, US

STP Investment Services: We are proud to see our SVP and Head of Go-To-Market, Rachel Pham, recognized by Women We Admire for her leadership and impact.

Tags: Awards, Leadership, People

SmartSettle AI: We are thrilled to welcome former AWS senior agentic AI specialist Robert Tjia as our new Chief AI Architect.

Tags: AI, post-trade, fintech, appointments

Atlas Technica: We are seeking a Forward Deployed Engineer (FDE) to join our growing Atlas Technica team.

Tags: Hiring, Technology, Engineering, MSP

Double Down Group: We are hiring a new Head of Americas Sales for Analytics, Trading, Market Data, and Infrastructure in New York.

Tags: Hiring, Sales, Market Data, Trading

Outsourcing

Meraki Global Advisors: We examine the most common misconceptions about outsourced trading and how the industry has evolved in our latest whitepaper.

Tags: Outsourced Trading, Hedge Funds, Operating Models

Meraki Global Advisors: Before evaluating an outsourced trading provider, we recommend asking three critical questions about their business model and capabilities.

Tags: Outsourced Trading, Due Diligence, Vendor Management

Meraki Global Advisors: The outsourced trading market has consolidated, leaving a diverse landscape of providers with different operating models.

Tags: Outsourced Trading, Hedge Funds, Vendor Management

Atlas Technica: Our new blog post outlines the 10 outsourced IT SLAs every private equity firm needs.

Tags: IT, Outsourcing, Private Equity, SLA

A&C Corporate Services LLC: We provide one point of contact for corporate services, including registered agent services, formations, and annual reports across all 50 states.

Tags: Corporate Services, Entity Management, Compliance

Meraki Global Advisors: The outsourced trading landscape is changing, with providers being acquired or exiting the market.

Tags: Outsourced Trading, Hedge Funds, MerakiInsights

Fund HQ: Many first-time fund managers underestimate the need for a dedicated operational lead when launching.

Tags: Fund Launch, COO, Operations, Compliance

Fund HQ: The quality of a manager's COO is a key consideration for allocators, who want deep expertise and the authority to challenge the investment team.

Tags: Operations, Outsourced COO, Hiring, Risk Management

Crypto

CV5 Capital: We examined the key operational and structural issues for managers looking to establish a Bitcoin or digital asset fund.

Tags: Digital Assets, Crypto Funds, Fund Formation, Cayman Islands

CV5 Capital: Our latest insight examines how to structure a Cayman crypto derivatives fund, addressing key issues before the drafting stage.

Tags: Crypto, Fund Formation, Cayman Islands, Derivatives

The Ascent Group: Our team joined the AIMA Hong Kong Fund Manager Briefing on tokenised and virtual asset funds.

Tags: Tokenisation, Digital Assets, Fund Structures, Hong Kong

CV5 Capital: For crypto fund managers, the first institutional allocation is a sequence of gated stages, and the most critical stage is often operational.

Tags: Crypto, Fund Administration, Compliance, Risk Management

ACA Group: We analyzed the SEC's proposed Regulation Crypto Assets, a new framework that could reshape certain crypto asset offerings.

Tags: SEC, Regulation, Crypto, Digital Assets

AutoRek: As institutional crypto adoption grows, firms face pressure to reconcile higher transaction volumes and manage weekend activity.

Tags: reconciliation, digital assets, operations, technology

RQC Group: From tomorrow, 30th September 2026, firms can apply for the new crypto asset permissions, including submitting a Variation of Permission (VoP).

Tags: FCA, Regulation, Compliance, Cryptoassets

Fund Administration

STP Investment Services: Our David Goldstein shares a practical approach for managers considering a switch in fund administrators.

Tags: fund administration, due diligence, operations, risk management

STP Investment Services: Fund administrators talk about growth in terms of assets under administration or client count.

STP Investment Services: As asset managers expand into private markets, digital assets, and other alternative investments, operational complexity continues...

The Ascent Group: Our team is leading the way in providing fund administration to tokenised funds.

Tags: Tokenisation, Fund administration, Crypto, Digital assets

STP Investment Services: Partnerships like these are what make our industry stronger.

STP Investment Services: We were selected by Principal Financial Group to provide custody, fund accounting, and administration services for its fund platform.

Tags: Custody, Fund Accounting, Outsourcing, Partnership

STP Investment Services: Reconciliation is one of those functions that quietly powers the entire investment operations engine… until something breaks.

Quadrangle: We created a new checklist for emerging managers who are launching with a separately managed account.

Tags: emerging managers, hedge funds, fund launch, SMA

STP Investment Services: Emerging managers may be seeing more opportunities to get in front of allocators earlier than ever before.

Opus Fund Services: We’re excited to announce the next generation release of the Opus Fund Services dynamic Investor Portal!

STP Investment Services: 🎙️ What if compliance wasn't a separate function, but a fully integrated part of your practice?

Opus Fund Services: Voting for the Hedgeweek® US Awards 2026 is now open!

STP Investment Services: The countdown to T+1 is officially on.

STP Investment Services: Co‑investments and continuation vehicles promise flexibility and customization, but they also reveal something most GPs don’t anticipate.

STP Investment Services: BlackRock’s latest Aladdin enhancements reflect a broader industry shift toward AI‑driven investment operations.

Cartesian FinOp Partners: How to Overcome Operational Bottlenecks

View Cartesian FinOp Partners on ALTALLO

Opus Fund Services: We’re grateful to Stephanie Sirois for spending time with us in the Opus Fund Services Open Kitchen!

STP Investment Services: We’re proud to share that we’ve been recognized with the Excellence in Employee Experience award at the CHRO Confex & Awards 2026.

STP Investment Services: Most Chief Compliance Officers are managing three roles at once: Building the program. Executing oversight. Handling day-to-day review work.

MIK Fund Solutions: Your AI agent knows everything about the world.

STP Investment Services: Great turnout for "Tales From the Crypto Initiative: Investing in Digital Assets" with Cynthia Kelly at the Investment Adviser Association Compliance Conference today!

MIK Fund Solutions: 20 years in. Still accelerating.

STP Investment Services: STP discusses the importance of a robust accounting infrastructure for accurate financial reporting, emphasizing clean books and reliable tax lot tracking over mere data access.

Tags: Accounting, Data Management, Financial Reporting

Opus Fund Services: Opus Fund Services discusses its compliance with the NIS2 Directive as Ireland adopts the EU regulation into national law. Opus states its information security and governance frameworks meet current and anticipated Irish enforcement expecta

Tags: NIS2, Fund Administration, Regulation

STP Investment Services: The SEC is increasing its scrutiny of private markets, emphasizing liquidity, valuation, fees, and conflicts, which necessitates robust controls and transparent compliance from firms.

Tags: SEC, private funds, private credit, compliance

STP Investment Services: STP on why accurate fund accounting starts with clean books and tax lot tracking, not just data access

STP Investment Services: As the SEC continues to operate without a full slate of commissioners, the upcoming departure of Hester Peirce raises important qu...

Opus Fund Services: Opus Fund Services is pleased to share we have successfully completed our annual ISO27001:2022 assessment by an independent audit...

STP Investment Services: You’re not happy with your fund administrator.

STP Investment Services: ALTSNY, we’re coming! Excited to be in New York connecting with leaders across the alternative investment community.

STP Investment Services: Looking forward to being at Uncorrelated Newport in July!

Opus Fund Services: Thank you to all our guests for making the inaugural Opus Fund Services London Summer Reception a great evening of cocktails, conv...

STP Investment Services: We promoted Patrick Conroy to the newly created role of Head of Product Strategy & Transformation.

Tags: People, Promotions, AI

STP Investment Services: Operational maturity is no longer a secondary consideration.

MIK Fund Solutions: Two great days at Global Alts New York.

Opus Fund Services: Opus Fund Services is excited to be welcoming Seth Damski, founder of Old City Investment Partners to our "Open Kitchen" podcast s...

STP Investment Services: Managed services is now STP's fastest-growing vertical by revenue.

Insurance & Risk Transfer

BMS Group: BMS are proud to partner with UK Business Angels Association for this year’s Early-Stage Investment Summit in London on the 26th March.

BMS Group: Huge congratulations to our BMS-sponsored athlete, Matilda Nicholls, on securing a silver medal and becoming Vice European Champio...

BMS Group: As we roll out our refreshed brand, it’s the perfect moment to reflect on what truly defines us: the relationships we’ve built, and the results we deliver.

Talent & Recruitment

One Ten Associates: One Ten Associates: why founders should stop treating the CFO as a purely operational hire

Double Down Group: Double Down Group is hiring a Quantitative Developer in the United States

Gallagher: At Gallagher, we champion your growth and celebrate your success.

One Ten Associates: One theme keeps coming up in conversations with funds at the moment: data capability inside finance and operations teams.

Gallagher: In the world of risk and people strategy, insights aren't enough to drive outcomes.

Gallagher: How Leaders Navigate AI: 2026 AI Adoption and Risk Survey

Gallagher: A benchmark survey suggests that organizations using AI to amplify human capability are seeing the biggest gains in productivity.

Tags: AI, Productivity, Benchmark Survey

Gallagher: Thanks to everyone who participated in our poll on AI‑related insurance preparedness.

Gallagher: Infrastructure resilience doesn’t begin during disruption, it’s built well before it happens.

Double Down Group: We are hiring for investment technology SaaS sales and sales leadership roles in the United States.

Tags: Hiring, Sales, Technology, SaaS

Double Down Group: We're #hiring a new Private Equity Fund Accountant in New York, New York.

Double Down Group: We're #hiring a new Managing Director of Client Management - MSP in United States.

Corporate & Fiduciary Services

The Ascent Group: We’re proud to share that The Ascent Group has been named: 🏆 𝗙𝘂𝗻𝗱 𝗔𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗼𝗿 𝗼𝗳 𝘁𝗵𝗲 𝗬𝗲𝗮𝗿: 𝗖𝗹𝗶𝗲𝗻𝘁 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗮𝘁 𝘁𝗵𝗲 𝗛𝗲𝗱𝗴𝗲𝘄𝗲𝗲𝗸® 𝗚𝗹𝗼...

The Ascent Group: We are pleased to welcome Jas Sondh to our team as a Business Development Manager in our UK office.

Tags: Hiring, Appointments, Business Development, UK

Solas: A busy but enjoyable week of conferences and what better way to finish off than with the AIMA Singapore Annual Forum 2026.

View Solas on ALTALLO

Argyll & Buchanan: If your roadmap is growing faster than your conviction about what's on it, that's probably the conversation worth having.

View Argyll & Buchanan on ALTALLO

The Ascent Group: We are the fund administrator for TreasuryPlus (TPLUS) — a natively digital private credit fund managed by EPOCH Digital Credit and distributed across 22 channels in 6 markets via Synthesys Network.

The Ascent Group: A significant milestone for The Ascent Group and ONE CONSTELLATION, our proprietary compliance platform.

The Ascent Group: The Ascent Group hires Virendra Maan as AVP, Sales and Business Development (India)

The Ascent Group: ADGM's new stablecoin rules aren't a crypto problem.

Trading & Execution

ADM Investor Services International Limited: In our London Wheat Report for 23 June, the market moved lower and gave back some of the previous session’s gains.

Tags: Wheat, Grains, Commodities, Market Updates

View ADM Investor Services International Limited on ALTALLO

ADM Investor Services International Limited: Markets have a lot to digest today: FOMC minutes, China inflation data, German trade figures and ECB minutes.

View ADM Investor Services International Limited on ALTALLO

ADM Investor Services International Limited: Black Sea developments remained a key focus for grain markets on Monday, with traders monitoring the impact of the Kerch Strait cl...

View ADM Investor Services International Limited on ALTALLO

Mirae Asset Securities: We are pleased to announce that Mirae Asset Securities (USA) Inc.

View Mirae Asset Securities on ALTALLO

ADM Investor Services International Limited: Grain markets moved lower, weighed by weaker crude oil and improving weather outlooks as harvest approaches.

View ADM Investor Services International Limited on ALTALLO

ADM Investor Services International Limited: 📊 A dense end to the week/month with markets balancing softer growth signals against still-sticky inflation dynamics.

View ADM Investor Services International Limited on ALTALLO

ADM Investor Services International Limited: Markets continue to assess labour market conditions and price dynamics, with attention on US job openings and broader cost pressur...

View ADM Investor Services International Limited on ALTALLO

ADM Investor Services International Limited: Markets open today with a focus on fresh economic data and central bank signals, setting the tone across rates, FX and broader ris...

View ADM Investor Services International Limited on ALTALLO

ADM Investor Services International Limited: London Wheat Market Update | 15 June Wheat markets opened the week under pressure, with macro developments and weaker energy price...

View ADM Investor Services International Limited on ALTALLO

ADM Investor Services International Limited: A great evening supporting an important cause.

View ADM Investor Services International Limited on ALTALLO

Risk & Analytics

Skematic: AI is everywhere in compliance tech right now.

Acadia: We are excited to share that we have a new website.

View Acadia on ALTALLO

Skematic: The Skemaniacs have landed in Washington D.C.!

Skematic: Understaffed compliance departments are a common issue across financial firms of all sizes, often leading to reliance on single individuals, manual processes, and increased key person risk.

Tags: Staffing, Risk Management

Quadrangle: AI adoption is moving faster than many vendor contracts.

Skematic: The way a firm thinks about compliance is often its greatest regulatory risk.

Ridge Line Risk Partners: 80% of family offices now outsource at least part of their portfolio management.

View Ridge Line Risk Partners on ALTALLO

Skematic: In the last month, one word kept showing up in sales calls.

Ridge Line Risk Partners: The UK is rewriting the rulebook for fund managers , and most are waiting to be told what to do.

View Ridge Line Risk Partners on ALTALLO

Skematic: Something a lot of firms overlook: every obligation in your compliance manual is a commitment to your regulator.

Skematic: Every compliance technology company suddenly has an AI story.

Marketing, IR & CRM

SmartSettle AI: We have a new home. Our website is live, and it's the clearest look yet at SmartSettle AI, the intelligence layer for global post-...

SmartSettle AI: SmartSettle AI appoints former Bloomberg enterprise lead Ben Macdonald as Senior Adviser

SmartSettle AI: What an incredible event in London!

ALTALLO

ALTALLO: Big thanks to Skematic for their most recent contribution to ALTALLO. A practical compliance playbook for investment firms. https://lnkd.in/eGee_K2n