Financial Services

Seeing things from your point of view is our point of difference

Financial services organizations manage an array of business issues, including ensuring regulatory compliance, mitigating risks, leveraging key technologies, connecting with clients, maintaining security and privacy, and planning strategically for a profitable future. But performing all such tasks internally, at times, isn’t feasible. For your complex functions, working with a trusted firm like RSM, with experience in your industry, allows you to maintain optimal staffing levels while addressing your most pressing challenges.  


Featured Insight

New survey shows how funds are preparing for CRS and FATCA


New survey shows how funds are preparing for CRS and FATCA

FATCA and CRS compliance challenges are similar but not the same. Read the RSM and HFMWeek survey report to learn more.

  • Aureon Herron-Hinds, Josh Johnson
  • |
  • April 26, 2017
RSM Hedge Fund Insights 2016


RSM Hedge Fund Insights 2016

RSM’s new report offers insights on nine key issues confronting hedge funds, including cybersecurity, investor relations, taxes and more.

  • November 14, 2016
5 trends to watch in hedge fund investor relations


5 trends to watch in hedge fund investor relations

There is a growing demand for transparency that is having a fundamental impact on the client-service role for hedge fund managers.

  • John Hague
  • |
  • August 04, 2016


Investment Industry Insights
The quarterly newsletter follows developments in accounting and finance and places them in the context of current events and changes in economic and marketplace trends.

Financial Institution Insights
delivers news and information critical to community banking professionals. The bi-monthly newsletter tackles issues ranging from IT security to regulatory compliance to operational improvement.

Compliance News
Compliance news for the banking and investment industry. Gain insights about the latest compliance news and how it will affect your business.

How can we help you??

To discuss how our team can help your business, contact us by phone 800.274.3978 or

Events / Webcasts


Jim Greisch
National Financial Services Practice Leader