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Twenty-Four Hour Trading: Corporate Actions Snafu?

July 3, 2025 By Chris Kentouris Leave a Comment

With 24-hour trading on US exchanges closer to becoming a reality, back-office operations managers at some US broker-dealers are starting to worry about possible glitches processing corporate actions. Twenty-four-hour trading doesn’t mean 24 hours literally. It only means that there will be longer after-hours trading with a short trading halt of about an hour. The […]

Filed Under: Compliance, Corporate Actions, Data, Regulations, Trading Tagged With: Analytics, Brokerage Ops, Corporate Actions, Data, DTCC, Innovation, Ops Risk, Regulators, Reporting, Rules, SEC

Europe’s Artificial Intelligence Act Needs Real Action

May 20, 2025 By Chris Kentouris Leave a Comment

Financial firms across the globe will likely have to think out of the box and pray they make the right AI governance strategy to comply with Europe’s Artificial Intelligence Act (AI Act) over the next two years. Embracing AI’s ability to reduce operating costs and increase efficiency the financial services industry is expected to spend up […]

Filed Under: Analytics, Analytics, Compliance, Data, Innovation, Investors, Risk Tagged With: AI, Analytics, Data, Innovation, Investment Ops, KYC, Regulation

SEC’s Take on Predictive Data Analytics: A Failed Prediction?

September 25, 2023 By Chris Kentouris Leave a Comment

Mindboggling isn’t a word often used when discussing proposals issued by the US Securities and Exchange Commission, but the latest one for registered investment advisers and broker-dealers about addressing conflicts of interest when using predictive data analytics (PDA) and PDA-like technology appears to be a notable exception. If adopted as drafted, the SEC’s requirement would […]

Filed Under: Analytics, Compliance, Data, FundOps, Innovation, Regulators, SEC Tagged With: Compliance, Data, Fund Ops, Innovation, Regulators, SEC

New FX Benchmark Aims to Save Buy-Side Big Bucks

May 20, 2021 By Chris Kentouris Leave a Comment

Are we getting the best foreign exchange conversion rate?  Pension plans and other asset owners asking their fund managers that question might hear a resounding yes, but that’s not always the case as highlighted during the COVID-19 pandemic. Not all benchmarks are created equal, according to London-based Raidne, which claims it has come up with a […]

Filed Under: Compliance, Data, Funds, Regulations, Regulators Tagged With: Brokerage Ops, Compliance, Fund Ops, Innovation

ADRs: Will Blockchain Create a Better Mousetrap?

May 10, 2021 By Chris Kentouris Leave a Comment

Unsponsored American Depositary Receipts could be a lot less expensive and more efficient for investors to own and to receive dividends and other corporate action distributions thanks to a new permission-based blockchain platform designed by RISE Financial Technologies, according to the Boston and London-based blockchain technology firm. RISE Financial predicts its new blockchain-based infrastructure, set to […]

Filed Under: Compliance, Financials, Innovation, Risk Tagged With: Blockchain, Compliance, Crypto, Data, Fund Ops, Innovation, Investors, Post Trade

Blockchain Attorney Klayman Battles MoFo Over Blocked Partnership

November 24, 2020 By Chris Kentouris Leave a Comment

Did Joshua Ashley Klayman, one of the US’ top blockchain attorneys, cost herself a partnership in a prominent global law firm, because she chose to focus on the novel field of blockchain and smart contracts, because was female, or because she got pregnant and took three maternity leaves? Those are among the many questions that […]

Filed Under: Compliance, Financials, Innovation, Risk Tagged With: Blockchain, Compliance, Crypto, Innovation

Goodbye NSCC: Hello Paxos for Clearing US Equities?

November 27, 2019 By Chris Kentouris Leave a Comment

US clearinghouses, such as the National Securities Clearing Corp. (NSCC), could become either a thing of the past or take a backseat, if custodian Paxos has its way in clearing and settling US securities. The US Securities and Exchange Commission’s recent no-action letter to Paxos allows the firm to serve as a clearinghouse for a […]

Filed Under: Clearing, Innovation, Post-Trade, Risk, Settlement Tagged With: Blockchain, Brokerage Ops, Clearinghouses, DTCC, Innovation, NSCC

Artificial Intelligence: Do Risk Managers Get It?

November 8, 2017 By Chris Kentouris Leave a Comment

When it comes to artificial intelligence, investment analysts, customer service managers and compliance managers seem to agree that the technology can help them make informed decisions more quickly and reduce investment, credit and regulatory risk. What about risk managers? They don’t understand how to incorporate AI into their risk metrics or participate in the decision-making […]

Filed Under: Analytics, Data, Innovation, Investments, Investors, Risk, Slider Tagged With: AI, Data, Innovation, Investment Ops, KYC

US Broker Pushes SEC to Make Blockchain Rules

June 1, 2017 By Chris Kentouris Leave a Comment

US financial firms, concerned about how to implement blockchain technology without running afoul of future regulations, might soon find some long overdue guidance from the Securities and Exchange Commission. The US regulatory agency has been called to action by Ouisa Capital, a New York broker-dealer that operates an alternative trading system (ATS) for trading unregistered securities. […]

Filed Under: Compliance, Innovation, Rules, Security, Slider, Trading Tagged With: Blockchain, Brokerage Ops, Compliance, Crypto, FINRA, Innovation, Regulators, SEC

Private Equity Admin: Blockchain Revolution?

March 28, 2017 By Chris Kentouris Leave a Comment

In another entry of blockchain into a new operational realm, Northern Trust’s announcement that it has installed the first functioning blockchain for private equity funds administration has been drawing a lot of attention. Yet that’s no guarantee that institutional investors in private equity funds or other fund administrators will be enamored with the idea. say investment, operations, […]

Filed Under: Data, Funds, Innovation, Investments, Investors, Outsourcing, Slider, Trading Tagged With: Blockchain, Data, Fund Ops, Innovation, Investment Ops, Outsourcing, Post Trade

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