Struggling with MCP authentication? The November 2025 spec just changed everything. CIMD replaces DCR's complexity with a ...

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Many organisations are awaiting further clarification of requirements before determining their approach to FATCA compliance. Indeed interest groups continue to lobby for further burden reducing ...

Securities regulators have issued guidance setting out their expectations for tougher client identification requirements. In a notice published Aug. 6, the Investment Industry Regulatory Organization ...

Get rid of the energy vampires. If somebody drains the life out of you whenever you talk to them . . . wear garlic around your neck and move on . – Loretta LaRoche in Squeeze the Day The Commission on ...

A few months ago, I facilitated a training group that included a mix of hypnotherapists and counselors. When the subject of autism came up, as it often does when discussing some of the issues our ...

The Financial Advice Association Australia (FAAA) has thrown its support behind the use of Digital ID in the financial advice profession to replace challenging and time-consuming client identification ...

In an era marked by increasing cybercrime, safeguarding demat accounts has become paramount, and several security measures, including the Unique Client Code (UCC), have been implemented to enhance ...

Many organisations are awaiting further clarification of requirements before determining their approach to FATCA compliance. Indeed interest groups continue to lobby for further burden reducing ...