Ideas & Insights

Sheltered Harbor Data Protected Certification allows for robust protection and restoration just when needed.

Asset managers adapt to the world of ESG investing as clients demand accountability on their investments’ impact.

Join leaders from RSM’s financial institutions practice on this webcast for a year-end accounting and tax issues update.

Asset managers face unique challenges incorporating digital assets into their portfolios – but it can be done.

An updated AICPA guide addresses the unique aspects of the preparation and auditing of financial institution financial statements.

After a quiet period set off by the coronavirus pandemic, private equity deal activity in the United States surged through mid-November

An improved customer claim journey can unlock a competitive advantage for insurers and win new business. Learn how here.

Biden’s victory will inevitably lead to changes at the top of key regulatory agencies, which will help him push his regulatory agenda.

Middle market consumer loan companies and loan servicers will most likely face a dramatically different regulatory environment.

With Biden’s big-ticket items such as tax changes almost certainly off the table, the focus of banking will shift to regulation.

Cayman Islands just launched its new DITC portal and extended the due date for filing FATCA and CRS reports to Dec. 16, 2020.

Final section 864(c)(8) regulations clarify rules for foreign partners with ECI from transfers of partnership interests.

With the election approaching, RSM is looking at the economic stakes and the key issues for capital markets.

With the election approaching, RSM is looking at the economic stakes and the key issues for the banking industry.

With the election approaching, RSM is looking at the economic stakes and the key issues for the consumer products industry.

GP stakes investments—wherein investors acquire a minority interest in asset managers’ firms—continue to attract interest.

From raising capital to transitioning to a fund, this three-part series provides everything you need to know about independent sponsors.

IRS has issued two campaigns for Life Insurers and issues regulations on the calculation of life insurance reserves under section 807(d).

Hedge fund managers face a challenging environment as they pursue risk-adjusted returns. A key will be to hedge against volatility.

RSM is pleased to offer a three-part webcast series exploring how family offices can take a holistic approach to technology ecosystems.