Financial Technologies Forum, LLC

Financial Technologies Forum, LLC FTF is a Wall Street media company specializing in securities operations, technology and regulation.

Financial Technologies Forum, LLC (FTF) is a leading provider of executive-level conferences and training seminars focused on trends and initiatives in securities trading and operations. We offer content pertaining to challenges currently facing middle- and back-office professionals in capital markets. We help keep our clients informed about current trends and requirements and act as a network to

help connect them to their peers through daily content posted on FTF News, niche industry conferences, training seminars, webinars, and video interviews, to name a few. We also help financial technology providers increase lead generation, brand awareness and thought leadership.

Big thanks to Janice Kitzman for sharing insights on staff development, U.S. Securities and Exchange Commission deregul...
10/10/2025

Big thanks to Janice Kitzman for sharing insights on staff development, U.S. Securities and Exchange Commission deregulation, and artificial intelligence integration in this cue-card interview from PMCR 2025!

Check out our PMCR Content Hub for exclusive behind-the-scenes content from PMCR 2025 as you prepare for the 2026 event! https://blog.ftfnews.com/performance-measurement-client-reporting-content

💀 This week's "Minding the Gap": The SEC & CFTC have gone full skeleton crew (and not in a fun Halloween way)With the sh...
09/10/2025

💀 This week's "Minding the Gap": The SEC & CFTC have gone full skeleton crew (and not in a fun Halloween way)

With the shutdown of the U.S. federal government, the Securities and Exchange Commission () and the Commodity Futures Trading Commission (CFTC) have released guidance on operations.

Here's some key facts:
👥 The SEC is operating with only 393 of 4,289 employees
✅ The EDGAR system remains operational
⬇️ Just 31 of 543 CFTC staff members are retained

🚨 Find out what this means for market participants at https://www.ftfnews.com/sec-cftc-scale-back-to-skeleton-staffs/

⚠️ Reality check: T+0 settlement might be a pipe dreamWhile the industry races toward same-day settlement, Rich Robinson...
08/10/2025

⚠️ Reality check: T+0 settlement might be a pipe dream

While the industry races toward same-day settlement, Rich Robinson from ISITC is hitting the brakes: "Given the realities of necessary processes... it is not clear how timeframes can be further compressed beyond T+1." The problem? Time zones, liquidity management, and the fact that no tech exists to eliminate human intervention in critical processes.

Read why T+0 might be overhyped here: https://www.ftfnews.com/are-you-ready-for-t0-in-2027/.

🗞️ Fresh off the (digital) press: This week's FTF News post-trade headlinesThis week on FTFnews.com, we cover:📜 The ISIT...
08/10/2025

🗞️ Fresh off the (digital) press: This week's FTF News post-trade headlines

This week on FTFnews.com, we cover:
📜 The ISITC discusses the path to T+0
💡 2025 Wrap-Up
🤝 has bought Verity
⚠️ The & U.S. Commodity Futures Trading Commission during the shutdown
Read these stories and MORE!

Get this news delivered straight to you by our digital paperboy. Sign up now at ftfnews.com/newsletter/.

Get your full fix → ftfnews.com/news/.

Virtual high five to Nick Padgen for sharing his take on fintech's biggest challenges and his favorite moments from PMCR...
07/10/2025

Virtual high five to Nick Padgen for sharing his take on fintech's biggest challenges and his favorite moments from PMCR 2025!

“I love Maureen, and I love the group of people who work for [FTF]. The networking and the content is always great,” says Nick.

Find more exclusive industry content in our Content Hub as you gear up for PMCR 2026!

Pzena Investment Management

Catch the full conversation: https://blog.ftfnews.com/performance-measurement-client-reporting-content.

👋 Meet the PMCR 2026 Board of Advisors! Our advisory board brings together senior experts in performance measurement and...
06/10/2025

👋 Meet the PMCR 2026 Board of Advisors!

Our advisory board brings together senior experts in performance measurement and client reporting who helped us shape the best agenda for YOU. From pre-event workshops to 30+ sessions and networking opportunities galore, PMCR has something for everyone.

Huge thanks to Christine Iannacone, Ambika D’Souza, Alex Shafran, Janice Kitzman, and Pamela Everett for your input, time and expertise.

Be sure to check out our official agenda here: https://pages.ftfnews.com/performance-measurement-and-client-reporting-agenda

Don’t mind us…we just can’t contain our excitement about PMCR 🥳Check out our PMCR Content Hub for exclusive behind-the-s...
06/10/2025

Don’t mind us…we just can’t contain our excitement about PMCR 🥳

Check out our PMCR Content Hub for exclusive behind-the-scenes content from PMCR 2025. We caught up with Alex Shafran for a quick cue-card Q&A—he shares candid insights on keeping teams motivated, managing time pressures, and his favorite moments from the event.

Still suffering from PMCR 2025 FOMO? Don't worry—PMCR 2026 is coming Feb. 24-26, 2026, and it's going to be even bigger and better!

Cohen & Steers

Get all the recaps at https://blog.ftfnews.com/performance-measurement-client-reporting-content.

✍️ The U.S. Securities and Exchange Commission is inviting public comment on rules governing RMBS & ABS instrumentsThe ...
03/10/2025

✍️ The U.S. Securities and Exchange Commission is inviting public comment on rules governing RMBS & ABS instruments

The concept release also asks:
❓ Whether the commission’s asset-level disclosure requirements adopted in 2014 are a contributing factor to the absence of publicly offered RMBS
❓ Whether any RMBS asset-level disclosure requirements should be revised, removed, added, or modified
❓ Whether the commission should consider changing the frequency of certain disclosures
❓ Whether the commission should allow issuers to omit certain information as long as they identify the omission and provide an explanation

Get the full SEC concept release details here: https://www.ftfnews.com/sec-explores-new-rules-for-rmbs-abs-transactions/.

Do you plan on making a public comment? Don’t be shy, share your thoughts here too!

🧑‍💻 New “Minding the Gap” from our editor!This week, Eugene discusses how the world of Outsourced Chief Investment Offic...
03/10/2025

🧑‍💻 New “Minding the Gap” from our editor!

This week, Eugene discusses how the world of Outsourced Chief Investment Officers (OCIO) is about to change. Starting December 31, 2025, OCIO providers must comply with new CFA Institute GIPS Standards for portfolio reporting.

What’s changing?
➡️ Mandatory GIPS compliance for OCIO portfolios
➡️ Stricter fiduciary requirements
➡️ Clear definitions of strategic investment advice vs. management services

Is your firm ready?

Check out Eugene’s blog here: https://blog.ftfnews.com/performance-measurement-client-reporting-content/gips-compliance-comes-to-outsourced-cio-providers

CFA Institute

🧑‍💻 Are you minding the gap?Written by FTF’s Chief Content Officer, Eugene Grygo, “Minding the Gap” is a weekly column f...
03/10/2025

🧑‍💻 Are you minding the gap?

Written by FTF’s Chief Content Officer, Eugene Grygo, “Minding the Gap” is a weekly column focused on the industry chatter behind the headlines. With 28 years of experience writing about FinTech and Wall Street, Eugene has a unique ability to bring new insights to complex material.

The best part? Eugene’s blog is UNLOCKED and viewable for all!

👀 Look out for a recap of this week’s blog, coming later today.

Stay updated with the latest happenings at https://www.ftfnews.com/category/opinion/minding-the-gap/.

Did you know that only 12% of asset managers say their reporting meets client needs? For the other 88%, this isn’t just ...
02/10/2025

Did you know that only 12% of asset managers say their reporting meets client needs?

For the other 88%, this isn’t just a reporting problem—it’s a business risk.

When clients are deciding which asset manager deserves their business, reporting quality matters. The firms that treat it as a strategic advantage—not an afterthought—are winning mandates and deepening relationships.

Ready to join the 12%? Get the latest Playbook for Reporting Success from the FTF Research Institute to find out how your firm can transform client reporting into a competitive advantage - and start winning more business.

📚Get it here: https://www.ftfnews.com/FTF-Research-Institute/at-the-end-of-it-a-buy-side-playbook-for-reporting-success/

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