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31 Jul 2021, 8:44 am
Posted by Don Fancher, Robert Lamm, and Debbie McCormack, Deloitte, on Saturday, July 31, 2021 Editor's Note: Don Fancher is Principal of Risk & Financial Advisory at Deloitte Financial Advisory Services LLP; Robert Lamm is an Independent Senior Advisor and Debbie McCormack is Managing Director, both at the Center for Board Effectiveness, Deloitte LLP. [read post]
23 May 2017, 6:21 am by nedaj
Overview of AI in Investment Management Hedge funds utilizing artificial intelligence (AI) have increasingly gained attention as technology continues to be a driving force behind large and fundamental changes in the investment management and financial industries. [read post]
28 Feb 2013, 11:25 am by Karel Frielink
And then as an illustration I am talking about instructions for instance aimed at buying or selling a certain building, appointing or dismissing personnel, hiring advisors and breaking existing contracts. [read post]
27 Jan 2017, 7:53 am by James C. Freije and Nicholas B. Lewis
OCIE carefully reviews registrants’ interactions with senior investors, including the identification of financial exploitation. [read post]
6 May 2021, 4:53 am by Rob Robinson
” Madison Park Group served as the exclusive financial advisor to Gimmal on this transaction. [read post]
8 Feb 2021, 10:44 am by Rob Robinson
Marks Baughan Securities LLC served as the exclusive financial advisor to doeLEGAL on this transaction. [read post]
24 Jun 2016, 2:58 am by Dan Filler
• Assists students seeking university services, including financial aid and other matters. [read post]
5 Apr 2017, 7:37 am by Cary Coglianese
Today, this publication takes a significant step forward toward fulfilling its mission of public service. [read post]
14 Apr 2021, 2:33 pm by Joseph J. Lazzarotti
In its guidance, EBSA offers key cybersecurity issues to account for when selecting service providers, including the following: Ask about the service provider’s information security standards, practices and policies, and audit results, and compare them to the industry standards adopted by other financial institutions. [read post]
4 Nov 2020, 9:21 am by Abby Lemert, Eleanor Runde
The move from Chinese regulators confirms that the government sees Ant Group (previously Ant Financial) as a financial services firm, not a tech firm. [read post]
20 Jun 2007, 1:54 am
Documents listed are accessible through subscription to the GalleryWatch.com service. [read post]
3 May 2010, 12:20 pm by Richard A. Rogan
Click on the links for more information about JMBM's Special Assets Team™, Corporate, Secured Lender Defense, Creditors' Rights, or Banking & Financial Services practice groups. [read post]
3 Nov 2009, 1:59 am
. **** November 2 Sponsor: University of Oregon Lundquist College of Business Securities Analysis Center Event: Portland Alternative Investment Association - Educational Event Location: Portland, OR November 3 - November 5 Sponsors: Battea - Class Action Services, LLC,   Citco Banking Services, Custom House Fund Management, DGAM (Diversified Global Asset Management), FinAnalytica, Fractal Advisors,   Gottex Solutions Services, Riskdata,… [read post]
28 Feb 2020, 1:00 am by Doug Cornelius
In our new paper, “Why Financial Regulation Keeps Falling Short,” we identify the key drivers of this fundamental mismatch between finance and financial regulation, demonstrate how this mismatch contributes to undesirable policy outcomes, and lay the conceptual foundations for understanding how the processes governing the creation of financial regulations can be improved to help close this gap. [read post]
29 Jan 2024, 10:20 am by Richmond Cariaga
An estate checking account serves as a temporary account to manage the estate’s financial affairs. [read post]
5 Mar 2020, 5:00 am by Kollias & Giese, P.C.
For example, many individuals who work in the financial services industry may ask the Court that his or her case be filed under seal due to personal financial matters. [read post]
15 Sep 2011, 8:22 am by Shahram Miri
The seminar is almost always hosted by an insurance agent who uses the title "trust advisor," "senior estate planner" or "paralegal" instead of insurance agent. [read post]
20 Jul 2007, 11:05 am
" The Senate Special Committee on Aging is in the process of investigating Old Mutual Financial Network, Allianz Life, American Equity Investment Life Insurance, Society of Certified Senior Advisor's, Piece of Pie Strategic Coaching, and Senior Insurance Training Services. [read post]