FinOps

News of financial ops, regs and tech

  • Home
  • Ops
  • Tech
  • Regs
  • Contact
  • The FinOps story
  • Subscribe
  • Log In

Fund Managers Tell Off US FINRA on TBA Margin Rules

April 9, 2014 By Chris Kentouris Leave a Comment

Fund managers are up in arms about new rules proposed by the US Financial Industry Regulatory Authority (FINRA) requiring the collateralization of many US-forward- settling agency mortgage-backed securities transactions, or those of similar asset classes, and their potential quick liquidation trades in a worse case scenario. While FINRA has direct oversight only over US broker-dealers, […]

Filed Under: Margining, Rules, Slider, Trading Tagged With: Collateral, Fund Ops, Regulators, Swaps

European Regulators Tell Market: Failure Not an Option

April 8, 2014 By Chris Kentouris Leave a Comment

Failing to settle or even match the details of European securities trades on time could become a lot more expensive and reputationally risky for banks, broker-dealers, and their fund manager customers, if European regulators have their way. Just how much more they will have to spend beyond the hefty internal administrative costs, and current fines […]

Filed Under: Compliance, Post-Trade, Rules, Settlement, Slider Tagged With: Brokerage Ops, Compliance, Custodians, Depositories, DTCC, Fund Ops, Matching, Post Trade, Reconciliation, Regulators, T+2

Compliance Officers: Taking the Regulatory Heat, Personally

April 1, 2014 By Chris Kentouris Leave a Comment

Chief compliance officers at financial firms have always had it tough. Working long hours to address changing regulatory, investor and internal requirements, are an accepted part of everyday life. Yet, chief compliance officers and legal experts now say that the stress is hitting closer to home on a personal level. Securities watchdogs are drawing even […]

Filed Under: Compliance, Regulations, Risk, Slider Tagged With: AML, Compliance, Dodd-Frank, FATCA, FINRA, FSB, Regulators, SEC

New Swaps Clearing Rules Trigger Services Shakedown

March 27, 2014 By Chris Kentouris Leave a Comment

Brave new ideas, especially when they are mandated by regulators, typically trigger a messy shakedown of systems and services — out with the old, in with the new with a lot of cost and waste lying by the roadside for others to benefit. Such is the case with the multi-faceted regulatory drive to squeeze potential systemic risk out […]

Filed Under: Analytics, Clearing, Derivatives, Investments, Margining, Rules, Slider Tagged With: Collateral, Fund Ops, Post Trade, Regulators, Swaps

SEC Attacks Systemic Risk Through Big Clearing Agencies

March 25, 2014 By Chris Kentouris Leave a Comment

More collateral, more risk-related metrics and possibly higher fees for participants. That’s what banks, broker-dealers and even their fund manager customers might face should the US Securities and Exchange Commission’s new oversight rules for six large systemically important market infrastructures be implemented. Four years after the US adopted the Dodd-Frank Wall Street Reform Act, the SEC has finally come up […]

Filed Under: Clearing, Infastructure, Regulations, Slider Tagged With: Collateral, Depositories, FSB, Fund Ops, Regulators

UCITS V: Just When Are Depositaries Liable, or Not?

March 6, 2014 By Chris Kentouris Leave a Comment

When operations executives, their relationship management colleagues, not to mention their compliance directors can’t agree on how to talk about a topic, it qualifies as organizational confusion. elizabeth berkley nude When it’s industry-wide, it’s a bona fide hot potato. That is the situation today as custodian banks in Europe, acting as depositaries for traditional investment funds, attempt to […]

Filed Under: Compliance, Custody, Infastructure, Slider Tagged With: Custodians, Depositories, Fund Ops, Regulators

US Fund Managers: Tackling Cybersecurity as Operational Risk

March 4, 2014 By Chris Kentouris Leave a Comment

What do retail department stores and US asset managers have in common? The potential for cyberattacks, says the Securities and Exchange Commission, which has put fund managers on high alert to shore up any deficiencies in their data security technology and procedures. The securities watchdog says it will be reviewing the cybersecurity work of investment […]

Filed Under: Compliance, Funds, Infastructure, Ops Risk, Slider Tagged With: Fund Ops, Ops Risk, Regulators, Security

Where the Buck Stops: FINRA Fines BBH and Anti-Money Laundering Director

February 21, 2014 By Chris Kentouris Leave a Comment

Absolute personal responsibility with little to no authority. That’s how anti-money laundering specialists at some of the world’s largest banks summarize the job description of Brown Brothers Harriman’s global director of anti-money laundering (AML) activities. Besides a hefty fine to be paid by BBH in a settlement, Harold (Hal) Crawford will pay US$25,000 to the US Financial […]

Filed Under: Compliance, Regulations, Slider, Trading Tagged With: Brokerage Ops, Compliance, Custodians, Regulators

FINRA: Even Tougher Margining Rules

February 18, 2014 By Chris Kentouris Leave a Comment

catkitty21 nudes sensualimagination69 US broker-dealers and their fund manager customers that deal in forward-settling agency mortgage-backed securities or similar asset classes better prepare for even more legal and operational stress. The Financial Industry Regulatory Authority (FINRA) has just come up a set of far more rigid and comprehensive rules than guidelines from a committee of the Federal Reserve Bank […]

Filed Under: Compliance, Financing, Rules, Slider Tagged With: Brokerage Ops, Collateral, Fund Ops, Regulators

Legal Entity Identifiers: Scrutiny of EU Firms Tightens

February 13, 2014 By Chris Kentouris Leave a Comment

When the concept of a new global legal entity identifier first took shape among regulators in the US and across the globe, it was hailed as a brilliant revolutionary move.. top onlyfans leaks Financial firms and trading counterparties could now be appropriately identified and tracked by regulators seeking to mitigate systemic risk. No longer would […]

Filed Under: Compliance, Data, Reporting, Slider Tagged With: Compliance, Data, Regulators, Reporting, Swaps

« Previous Page
Next Page »

The FinOps story

Dear Readers,

If you are a new visitor to FinOps Report, welcome to our newsite. Beyond what you see on the home page, check out our archives for articles that thousands of readers have found useful. To our loyal readers, thanks for staying with us. We write FinOps for you.

Our goal remains constant – news you can put to work. We analyze how regulations, operations, and financial technology intersect, and we bring you expert advice to reduce your operational and regulatory risks. We don’t waste your time with the same old stories you find elsewhere. We offer you practical value that you don’t find anywhere else.

If even one FinOps article has helped you, please return the favor by subscribing. Your subscriptions fund us in providing the broadest and most detailed coverage of important topics for middle and back-office operations, compliance and fintech specialists. A subscription is $60 a year, or $15 a quarter. Click the “Subscribe” tab on any page to sign up.

Meanwhile, please stay in touch. Enroll for news alerts, if you haven’t already. And use the “Contact” page to connect directly with me. We want your story ideas and feedback, and we love hearing from you.

Chris Kentouris
Editor

Read More…

Archives

[footer_backtotop]

Copyright © 2026 FinOps · Privacy Policy