Northern Trust has been appointed by Corry Capital Advisors to provide fund administration and related services for its US commingled funds
Confluence clients have complied with Form N-PORT filing requirements by implementing its Unity NXT regulatory reporting solution
Joe Bree, industry veteran with 20 years of experience in financial services, joins Confluence
Data technology is the next financial services evolution, and it’s already underway, according to Tom Pfister, vice president of global strategy at Confluence
Confluence and ICE Data Services have teamed up to help asset managers meet compliance with SEC Modernization and other regulatory reporting requirements
Confluence expects to see “eventual positive systemic change” when meeting new back-office demands
In a recent Confluence report, 22 percent of asset managers said the reliance on manual processes was the biggest back-office challenge they faced
Previously executive vice president of global business development, Moyer will now lead Confluence’s operations, providing global direction, and will head up the sales, account management and marketing activities
