Financial Services Content Hub

Spotlight

New Risk Areas for Financial Institutions

Learn risk management strategies for newly emerging high-risk areas: work culture shifts, volatile interest rates, and more.

Should You Outsource Internal Audits?

Financial institutions hire third-party auditors for their specialized knowledge and independent assessment of controls.

FHFA Enterprise Seller Eligibility News

The Federal Housing Finance Agency (FHFA) joined Ginnie Mae to approve eligibility requirements for enterprises involving sellers or servicers.

Tax Credits for Blockchain Innovation

Innovations in blockchain technology, used in finance, gaming, and other industries, can qualify for R&D credits.

NCUA Board Approves Asset Threshold Rule

The National Credit Union Administration raised the asset threshold for supervision of some credit unions to $15 billion.

Form PF Proposed Amendments

The SEC proposed amendments to Form PF for certain SEC-registered investment advisers to private funds.

2022 Financial Services Industry Outlook

Explore tips to navigate trends related to fintech, digital assets, mortgage banking, tax updates, ESG, and more.

Mortgage Industry Trends See Highs and Lows

Mortgages may comprise much of the lending sector, but rates remain low as independent mortgage companies climb.

Fintechs Show Fast Maturity and Expansion

Market leaders emerged in fintechs for record-breaking tallies in 2021 exceeding $100 billion in aggregate deal value.

Resources

See financial services-related content below or explore other insights that offer a broad spectrum of commentary and solutions for accounting, tax, finance, and business operations challenges.

Annual Community Banking Conference

Join us at the conference to learn industry insights our presenters have gained from working with banks like yours.

SEC Enhances the Regulation of Private Fund Advisers

As private funds activity grows, new SEC rules restrict adviser activity contrary to public interest and protect investors.

Carried Interest Valuations in Private Equity and Venture Capital Funds

Carried interest can be the source of hiccups in business valuations. Learn more about carried interest here.

Navigate the Risk Environment with an Internal Audit Plan

Learn the value and evolving nature of internal audit risk assessment for financial institutions and related strategic practices.

SEC Proposes Amendments to the Customer Protection Rule

The SEC proposed amendments to Rule 15c3-3, the Customer Protection Rule. Learn what this means for your organization.

Fintech Company Valuation Methods and Current Market Observations

Learn when a valuation is needed, what methods are used to determine value, and what recent trends indicate for valuations.

Manage Your Credit Risk Without Overburdening Your Resources

Though increased credit risk for banks seems likely, explore ways to manage the risk without overburdening your resources.

Risk Management Strategies for Newly High-Risk Areas in Financial Institutions

Learn risk management strategies for newly emerging high-risk areas: work culture shifts, volatile interest rates, and more.

2023 First Quarter Market Review

Some volatility in Q1 leaves a lot to look out for related to inflation, interest rates, low unemployment, and more.

SEC Releases Exam Priorities for Registered Investment Advisers and Broker-Dealers

The SEC Department of Examination rules for 2023 affect registered investment advisers (RIAs) and broker-dealers.

2023 Financial Services Outlook: Automation, ESG, Digital Assets, and More

Here’s what to expect in 2023 for digital assets like cryptocurrency and developments in mortgage rates and tax strategy.

ASU 2022-02 Prescribes New Disclosure Requirements for Modified Receivables

New Financial Accounting Standards Board (FASB) Accounting Standards Update (ASU) 2022-02 could affect creditor reporting.

How Credit Unions Qualify for the Employee Retention Credit (ERC Credit)

Some credit unions could qualify for the Employee Retention Credit (ERC) under the partial suspension allowance.

An Economic Update: The Impact of Recovery and Upside Forces

Learn about economic changes following COVID-19 and how they could impact your financial institution.

A National Credit Union Administration Regulatory Update

Learn details and potential impacts of the National Credit Union Administration’s (NCUA) updated supervisory priorities.

2022 State of the Economy: Shifting Gears

Learn about the state of the economy heading into 2023, and factors that have contributed to conditions.

SEC Proposes Oversight Guidelines for Investment Advisers

The SEC proposed a rule with an oversight framework for investment advisers using third-party service providers.

2022 Alternative Investments Virtual Conference: Day Two

Stay ahead of upcoming accounting, regulatory, and tax changes—and the latest developments related to alternative investments.

2022 Alternative Investments Virtual Conference: Day One

Stay ahead of upcoming accounting, regulatory, and tax changes—and the latest developments related to alternative investments.

Make Environmental, Social, and Governance Work for You

Explore environmental, social, and governance (ESG) best practices and steps to help your organization move forward.

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