Ideas & Insights

The report explores six different sectors of the financial services industry and what to expect in the new year.

UK government provides relief from DAC6, reducing the scope of reporting for UK intermediaries with cross-border transactions.

Coronavirus: Paycheck Protection Program forgiveness digital automation solutions designed for financial institutions.

In this short video, we bring you up to date on the final carried interest regulations and give guidance on actions fund managers may take.

RSM US is helping financial institutions manage borrowers’ requests for loan forgiveness under the Paycheck Protection Program.

Trends influencing the asset management industry: RSM identifies 10 key trends shaping the asset management industry of the future.

A look at the impact of Brexit on tax treaties and on the operation of tax law internationally in the new year.

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.