Wolters Kluwer Financial Services | Wolters Kluwer
  • OneSumX FRR Video - Results under pressure
    Integrating finance, risk and reporting - delivering crucial results under pressure
  • Fintech Article A-Story
    National bank charters for fintechs present broad implications.
  • Vanceo
    Vanceo Mortgage - A Process You Don't Have To Process
  • IRRBB: The big picture in miniature
    Getting IRRBB right: seeing the big picture on business efficiency

What we offer

Risk Solutions

 

Our risk management solutions were created solely for financial services and deliver the processes, best practices, regulatory intelligence, and analytics required by this highly regulated industry.

Compliance Solutions

 

Our compliance management solutions enable organizations to balance the mounting regulatory and risk management obligations with improving business performance.

Finance Solutions

 

Our finance solutions deliver the processes, best practices, regulatory intelligence, and analytics required by this highly regulated industry.

Audit Solutions

 

Our audit solutions empower audit departments of all sizes to more efficiently manage the audit process, spending less time documenting and reviewing and more time providing value-added services.

Explore Insights

Deadline to Recharacterize 2017 IRA Contributions Fast Approaching: Ability to Recharacterize Conversions and Qualified Rollovers Ends with 2017 Deadline

(Published September 20, 2018) An IRA owner, through recharacterization, can treat a contribution made to one type of individual retirement account (IRA) (i.e., traditional or Roth) as having been made to the other type of IRA. Though the deadline is fast approaching, individuals still have time to recharacterize their IRA regular contributions made for 2017 and conversions or qualified rollovers made to Roth IRAs in 2017. Please note, however, that recharacterization of conversions and qualified rollovers made to Roth IRAs in 2018 or subsequent years is no longer an option.

Hurricane Florence Disaster Declaration – North Carolina: IRA and HSA Deadlines Extended for Some

(Published September 20, 2018) Due to the destruction caused by Hurricane Florence that took place beginning on September 7, 2018 in North Carolina, the President has declared parts of North Carolina a federal disaster. As a result, individuals that reside in or have a business located in an affected area may qualify for tax relief.

Show more
Interconnections between IRRBB and liquidity management
 

Interconnections between IRRBB and liquidity management

 
 
Watch here
FATF evaluation underlines AML and CTF urgency for Chinese banks
 

FATF evaluation underlines AML / CTF urgency for Chinese banks

 
 
Read more
IFRS 16 Leases: A fresh challenge with a familiar solution
 

Reframing a fresh challenge with a familiar solution – IFRS 16

 
 
Read more