(In a wide-ranging Q&A, Bill Stone, who is chairman, CEO, and founder of SS&C Technologies, addresses not only A.I. and its woes — “So, there are going to be limitations to A.I.” — but also the 40th anniversary of SS&C’s launch, where financial markets are heading, the appeal of crypto and tokenization, and more. During… Read More >>
Phillip Capital Extends Relationship with Eventus
Chicago-based futures commission merchant (FCM) and broker-dealer Phillip Capital Inc. has extended its long-term trade surveillance relationship with Eventus, a provider of trade surveillance and financial risk solutions, officials say. Phillip Capital officials say they will continue to use the Eventus Validus platform for trade surveillance of all of its markets, including U.S. equities, options,… Read More >>
Gresham’s ‘Control Studio’ Lets Users Build Recs Controls
Gresham, a provider of enterprise data automation, reports that it has launched a generative A.I.-based, “self-service application,” dubbed Control Studio, for its Control reconciliation offering. “Control Studio lets business users build complex reconciliation controls, including multi-way recs, without relying on technical specialists,” officials say. “Control Studio is designed to increase the proportion of business users… Read More >>
DTCC & iCapital Take On Private Market Infrastructures
Infrastructure support for private markets got a boost with the announcement that post-trade market infrastructure provider the Depository Trust & Clearing Corp. (DTCC) and fintech company iCapital are collaborating to connect data, operations, and market participants across the private investment lifecycle. “The collaboration is intended to reduce operational friction and help wealth advisors and asset… Read More >>
Post-Trade Plumbing Hinders Chain-to-Chain Ops
Tech evangelists want to characterize blockchain-to-blockchain connectivity and atomic execution as a turnkey solution that will instantly disintermediate capital markets. Yet for the clearing, settlement, and post-trade data professionals tasked with running daily operations, that narrative overlooks operational reality. The technology underpinning distributed ledger infrastructure already works. The true bottleneck stalling institutional adoption is operational… Read More >>
SS&C Beta Tests A.I. Assistant for Genesis PM
(SS&C Technologies is underscoring its full embrace of artificial intelligence (A.I.) for its financial services offerings with the announcement of a suite of solutions at its annual SS&C Deliver 2026 conference this week. SS&C is bolstering a range of solutions, including wealth management, retirement (ConnectIQ), alternatives, and asset management, through the SS&C AI Gateway governance… Read More >>
Asset Managers Embrace Pragmatism for Growth & Outsourcing
Asset managers are feeling the pressures of cost controls that cast long shadows over product strategy, technology investment, geographic expansion, and operating model designs, according to a report from custodian Northern Trust, “Driving Growth in Asset Management 2026.” As a result, firms “are becoming more deliberate about the trade-offs involved in building, buying or outsourcing… Read More >>
A.I. Meets Wealth Management via SS&C, Anthropic & OpenAI
Wealth managers have gotten the full attention of SS&C Technologies, Anthropic, and OpenAI as these providers have recently launched major efforts to merge the magic of artificial intelligence (A.I.) with wealth solutions. The latest dive into the A.I. race from SS&C is Black Diamond AI, described as a series of A.I.-enabled capabilities for SS&C Black… Read More >>
CFTC Issues $150M in Whistleblower Awards
Whistleblowers, take heart: the Commodity Futures Trading Commission (CFTC) reports that it has had a record year for whistleblowers, granting 10 of them awards, which total more than $150 million in final determinations. The awards were issued between July and September 2026. “Eligible whistleblowers may receive between 10 and 30 percent of the monetary sanctions… Read More >>
SEC Ends XBRL Filing Rules for Key Submissions
Certain forms and submissions that were required to be filed electronically with the Securities and Exchange Commission (SEC) via the Inline eXtensible Business Reporting Language (Inline XBRL) have received exemptive relief through an order just issued by the SEC. SEC officials say the exemptive relief is “expected to reduce potentially significant unnecessary compliance costs, which… Read More >>
