Our latest technology news, case studies and insights for the investment management industry.

RFA is a sponsor of DealCloud Intapp Connect

Connect your firm. Accelerate your success. For years, professional and financial services firms have faced increasing pressure to improve business outcomes.

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Protecting Family Offices In A Remote Working Age

In the family office space, something that has been front and centre during the pandemic is that the work culture has changed.

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Firms Face Increased Regulatory Scrutiny for Data …

Firms with a global footprint need to consider AML requirements for each area of operations with different AML jurisdictions as there are variances in thresholds …

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SEC’s OCIE “Safeguarding Client Accounts A …

The SEC has outlined several practices that registered firms have implemented to address threats and risks associated with credential stuffing. RFA recommends the …

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Democratizing the cloud: Evolving beyond simple st …

Utilizing purpose-driven clouds, whether productivity or data focused, improves investment decision-making, communication, and collaboration, and takes the heavy …

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Full remote delivery empowers firms to gain a comp …

In the financial industry, it is the uncertainty that presents a rare opportunity to reinitiate or begin those projects remotely.

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The Recent OCIE Alert, What Does it Mean for My Fi …

OCIE also reported having observed that ransomware attacks on SEC registrants appeared to have become more sophisticated and that such attacks have impacted v …

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RFA Powers Digital Transformation in the Investmen …

A global managed data services offering that encompasses fully managed Data Warehousing, Ingestion, and Analytics services guarded by RFA's award-winning security …

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Gaining an edge with specialized cloud technology

The implementation of cloud technology is now “table stakes” and is a baseline requirement to be successful.

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The Ripple Effect: Technology, Operations and ESG

A 2019 Russell Investments survey of 300 active investment management firms reported that 82% had a formalized Responsible Investment Policy

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