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Firms Ready but Wary as Volcker Rule Becomes Reality

July 16, 2015 by Ryan Boysen

When the Volcker Rule provision of Dodd Frank finally goes into effect on Tuesday, July 21, the banks affected will have already done most of the heavy lifting, industry observers say. But banks will still face an arduous few months as they struggle to pin down the practice of a law they’ve spent so long… Read More >>

Filed Under: Derivatives Operations, Regulation & Compliance, Derivatives, Regulatory Compliance Tagged With: banks, CFTC, compliance, Dodd-Frank, hedging, KYC, proprietary trading, regulation, SEC, Volcker Rule

Euro Regs Top Concern for Boutique Asset Managers

July 14, 2015 by Louis Chunovic

The number-one concern among 110 boutique asset managers, nearly 90 percent of whom are doing business in European markets, is market regulation. That concern was cited by 68 percent of managers polled in a survey conducted by the Tabb Group for SunGard. By comparison, just 17 percent cited regulations first in a similar 2013 survey…. Read More >>

Filed Under: Buy-Side, Regulation & Compliance Tagged With: EMIR, Euro, Greece, MiFID II, regulation, UCITS IV/V

Firms Topple the Securities Lending Silo

June 17, 2015 by Ryan Boysen

The deep recession of 2007-08 and the wave of regulatory reforms that followed have spurred a transitional period for the niche realm of securities lending operations as firms struggle to balance the competing demands of operational efficiency and organizational oversight, according to a new report from market research firm Finadium. The report, “A New Look… Read More >>

Filed Under: Middle-Office, FinTech Trends Tagged With: CITIC Securities, crisis, Finadium, operations, regulation, securities lending

Elizabeth Warren Blasts SEC Chair’s Performance

June 5, 2015 by Eugene Grygo

Outspoken Wall Street critic U.S. Senator Elizabeth Warren (D-Mass.) is blasting SEC Chair Mary Jo White and the regulator’s record over the past two years in a letter that raises “serious concerns” about White’s leadership of the agency. Describing White’s tenure as “extremely disappointing,” Warren says that the agency is not “consistently and aggressively” enforcing… Read More >>

Filed Under: General Interest, Regulation & Compliance, Industry News Tagged With: compliance, Mary Jo White, operations, regulation, SEC

Deutsche Bank’s $55M Settlement Could Boost Transparency

May 29, 2015 by Ryan Boysen

Deutsche Bank settled charges of misstating the value of a derivatives portfolio with the SEC to the tune of $55 million, the latest in a string of regulatory penalties to hit the bank that could potentially provide another nail in the coffin for the opaque processes common at major banks before the Great Recession, industry… Read More >>

Filed Under: Operational Risk, AML/Fraud/Financial Crime, Regulation & Compliance Tagged With: 8of9 Consulting, Deutsche Bank, fine, regulation, SEC

Could Regulation Drive Bitcoin’s Acceptance?

April 29, 2015 by Ryan Boysen

Speakers at a conference on Bitcoin noted that as incongruous as it may seem for a crytocurrency created by anarcho-capitalists, regulation could be an important first step in bringing Bitcoin the trust and recognition it needs before it can really take off. “Nobody is excited about regulation,” says Sarah Martin, CEO of digital currency public… Read More >>

Filed Under: Derivatives Operations, Securities Operations, Settlement, Blockchain/DLT, Regulation & Compliance, Regulatory Compliance Tagged With: bitcoin, compliance, cryptocurrency, data management, Inside Bitcoins, reconciliation, regulation

Q&A: Five Minutes with Timothy Massad

April 23, 2015 by Eugene Grygo

Editor’s Note: In a video interview with FTF News, the chairman of the CFTC discusses the regulator’s priorities, the recent Flash Crash enforcement action, data management and reporting issues. This is a transcript of the video interview, which has been posted online. Q: Everyone is telling you what the top priorities are for the CFTC. What… Read More >>

Filed Under: Derivatives Operations, Opinion, Q&As, Derivatives, Regulatory Compliance Tagged With: CFTC, Dodd Frank Act, Dodd-Frank, Gensler, regulation, Timothy Massad

GBST Now Certified for Omgeo CTM

September 30, 2014 by Louis Chunovic

GBST Holdings Ltd. (GBST), a provider of securities transaction and fund administration software for the financial services industry, reports that it and Omgeo, a wholly owned subsidiary of The DTCC, have developed and certified a new iteration of GBST’s Syn~ application that features connectivity with Omgeo’s Central Trade Manager (CTM). The new application provides clients… Read More >>

Filed Under: General Interest, Industry News Tagged With: Andrew Hughes, CTM, DTCC, GBST Syn~, Omgeo, regulation

Uncleared Swaps Hit With Steep Margin Increases

September 5, 2014 by Ryan Boysen

U.S. regulators unveiled rules for derivatives on Wednesday that could make margin requirements for uncleared swaps 40 to 45 percent higher than cleared transactions, and could lead to a host of operational and legal difficulties for firms trading in them. The proposed rules establish the minimum amount of collateral that financial firms would have to… Read More >>

Filed Under: Derivatives Operations, Clearing, Derivatives Tagged With: collateral, derivatives, Federal Reserve, Financial Crisis, prudential regulators, regulation, sean campbell, swap margin

Regulatory Onslaught Brings New Respect for Compliance

August 20, 2014 by Ryan Boysen

Over the past few years chief compliance officers (CCOs) have gone from wet blankets to hot tickets. In the process they’ve seen their job description undergo a shift just as fundamental as the rapidly changing regulations whose impact on financial services firms have thrust CCOs into the spotlight. The job market for CCOs and other… Read More >>

Filed Under: Regulation & Compliance Tagged With: Aite, BarkerGilmore, Bob Walley, CCO, compliance, data management, Deloitte & Touche, Denise Valentin, Destree Rickard, Dianne Mattioli, regulation, risk management

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