MicroVision?的动态

RIAs are growing so fast that they’re turning into, well, giant financial firms. #financialadvisors #wealthmanagement #RIAs Kevin Thompson, CFP??, RICP??, EA https://bit.ly/3ADxwaV

ICYMI: The latest Credit Union Tracker?, a PYMNTS Intelligence and Velera collaboration, reveals how many smaller credit unions are innovating at a faster pace than larger financial institutions. ?? Read the report: https://bit.ly/48ChLNP #CreditUnions #DigitalInnovation #WeAreVelera

The Financial Sector Conduct Authority's report presents the findings of its review of Strate's self-assessment, confirming the Financial Market Infrastructure's (FMI's) continued adherence to the Principles for Financial Market Infrastructures (PFMIs) established by CPMI-IOSCO. The Authorities employed a rigorous evaluation of Strate's compliance with these principles, relying on Strate's self-reported data. The CPMI-IOSCO rating scale was used to assess and categorise Strate's level of adherence to the PFMIs, with Strate's self-assessment being rated according to this established scale. Related link: Strate PFMI IOSCO Final Report - https://lnkd.in/e7wZA5Q4

SDI Limited 's latest trading update provides key financial insights, showcasing resilience in profitability despite revenue challenges. Read More https://lnkd.in/gwzrZJri #FinancialInsights, #GrossProfitMargin, #SalesPerformance, #ExpenseManagement

Upcoming Workshop on Registers of Information under DORA ? With the implementation of DORA on the 17th of January 2025, Financial Entities must maintain registers of information regarding their use of ICT third-party providers. Via?Circular C668 - https://bit.ly/4izGkPQ - CySEC informs Financial Entities of an upcoming workshop on the 18th of December 2024.? ? Interested parties may?register until the 16th of December?via the following?link, https://bit.ly/3ZzYit6 #AMFGlobal #Workshop #Finance

What are SMPI assumptions, why they matter for financial advisers and how have they changed over time? Read the article https://lnkd.in/eUizQdXu #elston #multiasset #investmentsolutions

What innovative strategies can financial professionals adopt to stay ahead in a rapidly changing industry? Register for the ICPAK #CFOBreakfastForum: https://ow.ly/4XJA50Tcquu this September for invaluable insights into "Becoming Financial Professionals of the Future". ^CA

With the Conduct of Financial Institutions (COFI) Bill on the horizon, it's crucial for Financial Service Providers (FSPs) to stay informed about the upcoming changes to the financial framework. At Masthead, we understand the importance of staying ahead of the curve. That's why we've put together a Decoding COFI article series, dedicated to keeping you updated on the latest developments and insights regarding COFI. Our articles will provide you with valuable information on how COFI could impact your operations as an FSP and help you feel prepared for these changes. Read more: https://lnkd.in/dC77ZH33 #COFI #decodingcofi #Masthead #FSP

VDM reports significant cash flow challenges, highlighting urgent needs for operational efficiency and financial stability. Read More https://lnkd.in/g675R5uu #VDMGroup, #financialAnalysis, #revenueChallenges, #cashFlowDynamics

OCU 2024 ANNUAL REPORT RELEASED Find out more about our strategy, markets, year-on-year revenue increases and how we are #ConnectingTheFuture for UK businesses and communities. Today we have released our Annual report and financial statements for the year ending 30 April 2024 - view the report here: https://lnkd.in/ePeic-3a #AnnualReport #revenuegrowth #energytransition #utilities #leadingtheway