Confluence

AI can write the code. It still can't make the calls. Working solo over four months, Stacey Nunez rebuilt an internal securities data tool alongside Claude, then reviewed every change by hand. Her takeaway: the scaffolding, the tests, the repetitive code were AI's job. The architecture and the judgment stayed hers. Read the latest installment of our AI Accelerator series here 👇 https://lnkd.in/evfz6iAy #AI #ExpectIt

Regulators keep saying "simplification." Compliance teams keep feeling the opposite. In this Wealth DFM exclusive, Xiang Yu from our Signal product team explains why reform, even deregulation, so often shifts the operational burden instead of lifting it. PwC found 85% of compliance pros say requirements have only grown more complex. Her advice: build for continuity of change, not point-in-time compliance. That's true simplicity. #Compliance #RegTech #AssetManagement #ExpectIt

In our latest AI Accelerator profile, Principal Software Engineer Chris Lombardi shares how AI freed him to focus on intent over mechanics, and why he "looks for solutions with AI rather than seeking validation for AI." His rule still holds: AI augments human judgment, it doesn't replace it. 👇 https://lnkd.in/gNHwPUDi #AI #SoftwareEngineering #Fintech #ExpectIt

Q2 2026: equities rebound as leadership rotates from Value to Momentum. Global equities recovered this quarter, with investors rotating out of defensive Value and Yield into Momentum and Volatility. A quick look at what moved this quarter: ● Emerging Markets led with +26.7% ● Eurozone swung from -3.2% to +10.4% ● Tech and AI names kept Momentum in front Read the full breakdown: https://bit.ly/44vgcAc #FactorInvesting #Equities #ExpectIt

New FCA UK Short Selling rules go live on Monday. Named short-seller disclosure is being replaced by an anonymity model, with a brand-new Reportable Shares List and changed ETF treatment. If your team is still mapping what's in scope, you're already behind. 𝗦𝗶𝗴𝗻𝗮𝗹 does the heavy lifting: daily RSL scraping with change history, ISIN-level rule criteria, automatic ETF active/passive look-through, and support for the extended reporting deadline. See how Signal keeps you compliant 👉 https://lnkd.in/gQ4D-jZD Swipe for the full breakdown 👇 #RegTech #ShortSelling #Compliance #FCA #ExpectIt

Last week, Boston-area employees spent the afternoon volunteering at BAGLY, Inc., a youth-led, adult-supported social support organization, committed to social justice and creating, sustaining, and advocating for programs, policies, and services for the LGBTQ+ youth community in Massachusetts. They spent the afternoon organizing their youth supply closet, making it easier to serve the LGBTQ+ youth community. Learn more about BAGLY and the great work they're doing here: https://www.bagly.org/ #PrideMonth #ConfluenceCares

Our AI Accelerator series continues: conversations with people across Confluence about AI in our solutions, in how we work, and beyond. Next up, Anas Cheriya, Principal Software Engineer, on going from early AI skeptic to architecting multi-agent systems in his own time, the MCP server he built for our PARis solution, and why he believes people still need to stay firmly in the loop. Read the full interview: https://lnkd.in/gf2kSSvQ #AI #FinTech #ExpectIt

We had a great time in Monaco last week at FundForum! Three days of sharp conversations with the global investment management community on regulation, data, and where the industry goes next. The highlight was our client and partner dinner, a chance to step away from the agenda and simply connect. The sessions sharpen our thinking, but the relationships are what make it matter. Thank you to everyone who joined us. #FundForum #InvestmentManagement #AssetManagement #ExpectIt

Has your firm recently become an RIA, or are you planning to register as one? Join us July 15 | 12–1 PM ET for The Next Chapter: Successfully Establishing Your RIA, a practical webinar covering Form ADV, compliance programs, entity formation, and what to expect from your first SEC exam. Featuring: Victoria DeLucia, CRCP®, Director of Institutional Engagement, Confluence, Erick Aguayo, Team Lead, Senior Consultant, Confluence, and Sarah Razaq Sallis, Partner, Husch Blackwell. Register here: https://lnkd.in/gk58ZVAG #RIA #WealthManagement #Compliance #ExpectIt

Yesterday, we had the pleasure of hosting our Luxembourg Client Forum, bringing together clients and industry leaders for a day of insight, collaboration, and great conversations.   From exploring the evolving regulatory landscape to discussing distribution strategies and operational innovation, the agenda sparked thoughtful dialogue and valuable takeaways across the room. Events like this highlight the importance of learning from one another and staying ahead in a rapidly changing industry.   A huge thank you to everyone who joined us and helped make the event such a success.   #AI #FinTech #InvestmentManagement #FundServicing #ExpectIt