Ideas & Insights

The SEC recently updated its frequently asked questions concerning the broker-dealer financial reporting rule.

For the financial services industry, rising interest rates call into question how investors will deploy capital in 2019.

Join RSM for for an overview of today’s pressing accounting and tax issues your financial institution needs to know now.

A white paper about how asset managers may be affected by the new revenue recognition guidance in ASC 606 and cost guidance in ASC 340-40.

Cybersecurity continues to be a top concern as managers deal with the cloud, cyber insurance policy, SEC scrutiny and third-party risks.

Investors are looking more closely than ever at how asset managers choose and supervise third-party service providers.

Financial institutions may benefit from entering into collaborative agreements to share Bank Secrecy Act resources.

Co-investment has long been a feature of private equity buyout transactions and lately has been increasing in popularity.

The American Institute of Certified Public Accountants Accounting Guide, Brokers and Dealers in Securities, has been updated.

A recent SEC Release includes reporting changes for registered investment companies and business development companies.

Learn what private equity/venture capital funds, investment companies need to know about accounting and valuation of portfolio companies.

Learn about the importance of asset and third-party management, cybersecurity talent shortage concerns and how we must view cyberattackers.

Join RSM to learn how implementing Auditor Assistant can help you to be a strategic partner to your audit committee.

Our industry insider shares the impact of cyberthreats, blockchain and what’s in store for future financial services organizations.

In a Q/A format, get insights on the impact of fintech in financial services and what it means for the future.

Legacy financial services must respond to fintech rivals by understanding advantages, planning acquisitions or mimicking services.

RSM professionals recently responded to attendee questions after a webcast discussing the NAIC Data Security Model Law.

The National Futures Association recently implemented disclosure requirements related to virtual currency activities.

While blockchain is currently one of the most-hyped technologies, there are important issues to consider before implementation.

Learn about the Financial Accounting Standards Board update addressing stranded tax effects for insurance companies.