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Insights

At ACA Group, our unique financial industry insights are informed by our real-world experience, deep subject matter expertise, and extensive client network.

GRC news and hot topics

Regulatory compliance insights and alerts

Cybersecurity alerts and insights

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ESG alerts and insights

GIPS® standards and performance alerts and insights

RegTech insights and alerts

Insights and alerts related to the SEC's new Marketing Rule

Guidance and insights on regulatory proposals, enforcements, and risk alerts

Regulatory change is here for Private Fund Advisers

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ACA Group Expands U.S. Compliance Team with Former SEC and FINRA Regulators, In-House CCOs, Seasoned Regulatory Consultants, and Attorneys

We are committed to meeting the needs of our clients. This year, we have made several notable additions to the team to help us to continue to operate at the forefront of the compliance industry. Learn more about our team.

News
  • ACA News
  • Compliance
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ServiceNow Vulnerability Requires Immediate Attention

Recently discovered vulnerabilities in ServiceNow, a widely used IT service management platform, have exposed organizations to significant risk.

Cyber Alert
  • Cybersecurity
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Common AML Schemes: Elder Financial Exploitation

Elder financial exploitation and anti-money laundering both involve the misuse of financial resources for criminal or illicit purposes.

Article
  • AML and Financial Crime
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What to Know About Intermediary Channels for Mutual Fund Distribution

This article will discuss the advantages and disadvantages of using an intermediary channel when distributing a mutual fund.

Article
  • Distribution
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ACA Group Acquires Encore Compliance Adding AI Technology to Enhance Managed Services Capabilities

ACA Group Acquires Encore Compliance to Enhance Managed Services Capabilities with AI Technology. Acquisition enhances ACA’s technology solutions to support day-to-day compliance requirements and reduce risk

Press Release
  • ACA News
  • Managed Services
  • Compliance
  • Artificial Intelligence (AI)
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FinCEN Proposed Rule to Strengthen and Modernize Financial Institution AML/CFT Programs

In June 2024, the Department of the Treasury’s Financial Crimes Enforcement Network (“FinCEN”) proposed a rule to ‘strengthen and modernize financial institutions’ Anti-Money Laundering (“AML”) and countering the financing of terrorism (“CFT”) programs.

Compliance Alert
  • AML and Financial Crime
  • Investment Adviser
  • SEC
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National Counterintelligence and Security Center Warns Against Use of Investments by Foreign Adversaries

The U.S. National Counterintelligence and Security Center published a bulletin warning that foreign threat actors may use private investments – such as venture capital and private equity – to exploit tech startups, presenting a potential threat to economic and national security. Learn more about how to navigate this concern.

Cyber Alert
  • AML and Financial Crime
  • Cybersecurity
  • Portfolio Company Risk Management
  • Private Fund
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The Evolution of Communications Surveillance

How we comply with the books and records requirement has changed as technology has advanced.

Article
  • RegTech
  • ComplianceAlpha
  • eComms Surveillance
ACA Vantage

Building a Value-Generating Cybersecurity Portfolio Oversight Program

It has become imperative that private equity firms institute a programmatic approach to portfolio oversight, meaning oversight that is formally governed, applied consistently, and grows valuations.

Article
  • Cybersecurity
  • Cybersecurity Resources
  • Portfolio Company Risk Management
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FINRA’s Latest Fee Schedule and Form BR Filing Updates for RSLs

On July 15, 2024, FINRA published an updated SRO/Jurisdiction Registration Fee Schedule that included a new column indicating which self-regulatory organizations (“SROs”) and jurisdictions recognized Residential Supervisor Locations (“RSLs”).

Compliance Alert
  • Compliance
  • FINRA