News

iMeta and JWG join forces to bring clients regtech tool

iMeta selected JWG’s RegDelta platform to enhance compliance capabilities for iMeta users

Danielle Kane 24 April, 2017

OppenheimerFunds GC outlines response to changing regulations

Cynthia Lo Bessette has pushed to develop a firm-wide database of rules and policies

Peter Rawlings 20 April, 2017

Ops should view digital disruption as ‘a call to action’

New survey results from Linedata explore disruptive forces such as digital tech and U.S. politics

Danielle Kane 20 April, 2017

Managers look toward new tech to personalize client content

Integrating systems is critical step for fund companies to tailor content

Danielle Kane 18 April, 2017

KOGER deploys fund administration platform to the cloud

Clients will now have the option to use cloud technology

Danielle Kane 13 April, 2017

T. Rowe opens tech center

The firm plans to leverage the office’s location to find top quartile talent

Danielle Kane 11 April, 2017

DOL delays Fiduciary Rule, eases compliance burden for BICE

The rule has officially been delayed to June as institutions continue to await potential revisions

Danielle Kane 6 April, 2017

TCA integrates with MoneyGuidePro

The two firms have come together to offer TCA’s clients access to new financial planning software

Danielle Kane 6 April, 2017


UPDATED: RBB Fund moves entire series trust from BNY to US Bancorp

Insiders say this could be the first time a series trust board voted to lift out all funds to a new fund administrator

Danielle Kane 4 April, 2017

FlexTrade names new COO

Firm appoints HP vet for position

Danielle Kane 30 March, 2017

Managers to increase tech investments in preparation for liquidity rule

State Street survey shows that firms are focused on data processing

Danielle Kane 30 March, 2017

SS&C launches enhancements for client communication platform

The firm has built on newly acquired Varden eReportal, now Vision FI

Danielle Kane 24 March, 2017




Inquire About Membership

Fund Intelligence membership gives your firm access to an unique analysis and networking platform providing actionable data, insights and contacts that enable you to raise capital, comply with regulation and benchmark against peers.

  • Eight specialist networks for the latest industry trends
  • Direct access to actionable industry intelligence
  • Benchmarking data for flows, performance and product development
  • Peer group and allocator/advisor networking opportunities
  • Compliance data and tracking tools
  • Access to networking events and educational webinars
  • Access to our team of dedicated analysts and account handlers