Wolters Kluwer Financial Services | Wolters Kluwer
  • Interest Rate Risk in the Banking Book: From challenge to opportunity
    Interest Rate Risk in the Banking Book: from Challenge to Opportunity
  • CECL Buyers Guide – Manage Data & Expectations
    CECL Buyers Guide – Manage Data & Expectations
  • HMDA 2020 Hindsight
    2020 Hindsight: A year-by-year guide for HMDA readiness
 

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

Individual Retirement Accounts and Hurricane-Related Tax Relief

(Published November 9, 2017) There are deadlines for performing certain individual retirement account (IRA) related transactions. However, a federally declared disaster area designation can give relief (including extensions) to affected taxpayers, allowing them to complete certain transactions at a later date.

The U.K. FCA’s proposed insistent customer guidance in CP 17-28

(Published November 8, 2017) The U.K. FCA’s decision to produce guidance on insistent customers gives compliance geeks from the late 1990s nightmares. Anyone who worked on the pension review recalls the legion of cases which were supposed to have resulted from advice rejected by the customer. Adam Samuel reports.

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Revisions-of-CRD-IV-and-CRR
 

Just when you thought it was safe to go back into the water...Revisions of CRD IV and CRR

 
 
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HMDA at the Crossroads
 

Did you miss us at the HMDA Crossroads? There's still time to join the journey with Wolters Kluwer ‒ watch our previously recorded webinars and join us in December for the Final Pit Stop!

 
 
Senior Managers Regime White Paper
 

Senior Managers Regime: Paving the Way for a New Era of Responsibility

 
 
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