The Rise of Fractional CIOs
Articles, research and insights.
Article - 3 minutes read
Sia Partners Investment Application Benchmark 2023
Sia Partners conducted a comprehensive analysis to evaluate global investment applications, revealing which platforms offer the most user-friendly and holistic experience for investors.
Article - 5 minutes read
CFPB proposes new federal oversight
The Consumer Financial Protection Bureau (CFPB) is proposing new oversight rules to ensure large tech companies offering digital wallet and payment app services adhere to the same supervisory standards as traditional financial institutions.
Article - 7 minutes read
What is The Foreign Account Tax Compliance Act (FATCA)?
FATCA is a U.S. legislation intended to curb the use of offshore accounts and financial assets to evade U.S. taxes. The law mandates reporting obligations for U.S. nationals, FFIs, and non-financial foreign entities (NFFEs) to the US Department of the Treasury regarding foreign assets.
Article - 8 minutes read
Thriving In Change: Navigating Sustainability in Asset Management
The integration of sustainability into investment processes at asset managers in North America has been increasing due to both commercial and regulatory factors. With integration comes challenges. However, Sia Partners is able to assist asset managers by leveraging sustainability expertise.
Article - 5 minutes read
SEC Climate Disclosure Rule - Final Rules
The SEC approved landmark regulation helping investors better understand climate-related risks and opportunities to make more informed investment decisions.
Article - 5 minutes read
Financial Planning: 2023 Landscape
The financial planning landscape is experiencing pivotal transformations, responding to the ever-growing demands placed on advisors, wealth management firms, and software providers.