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5 Leading Digital Trends Shaping Wealth Management in 2025

Perficient

Driven by factors ranging from generational wealth transfer to technological advancements, Perficients Principal in Wealth and Asset Management, Gerardo Montemayor , provides valuable insights into the wealth management trends set to transform the industry in 2025.

Trends 221
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Working Capital Analytics

Perficient

Being aware of Working Capital balances and taking proactive action has never been more important to businesses of all sizes. Our Working Capital Analytics application provides high-level metrics relating to working capital and deeper dives into current assets and liabilities’ primary components.

Analytics 322
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The resilience of small businesses: Insights for lenders

Abrigo

Businesses' working capital cycles are longer. Bank and credit union leaders can use data to inform small business lending Small businesses are showing resilience. Despite borrowing more and tapping credit lines, they're managing leverage and meeting debt obligations, according to Abrigo's proprietary data. Nearly all U.S.

Lending 221
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Growing Past $50 Billion: What Banks Need To Know About Section 165 of the Dodd-Frank Act

Perficient

Standards the Federal Reserve Must Apply: (i) Risk-based Capital Requirements and Leverage Limits. (ii) iii) Overall Risk Management Requirements including the Formation of a Risk Committee. (iv) Standards the Federal Reserve May Apply and May Tailor as Part of Enhanced Supervision: (i) Contingent Capital Requirements. (ii)

Capital 90
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Ensuring Banking Compliance Through Project Management Expertise

Perficient

Addressing these deficiencies required a comprehensive approach, leading to the establishment of critical programs like the US Bank Holding Company (BHC) regulatory and comprehensive capital analysis and review (CCAR) program. Supporting the change management team in building a robust governance structure for program PMO activities.

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U.S. Regulations to Consider When Managing a Cryptocurrency Fund

Perficient

However, in this blog, we will discuss the regulatory landscape surrounding cryptocurrency from an asset manager or fund manager perspective. New York’s BitLicense requirement therefore applies to investment managers who issue digital coins or otherwise act as an exchange platform regardless of where the buyers are located.

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You Need to Understand These Reasons for Bank Consolidation

South State Correspondent

Understanding the drivers of banking consolidation is imperative when managing bank performance. These two acts took the governors off around how banks managed deposits. These acts created a competitive vortex marking a paradigm shift around the concept of bank management. In 1985, there were 14,417 FDIC banking charters.

FDIC 195