Latest Insights — M&A, Digital Transformation & Compliance

RIA Consolidation, Compliance Risk, and Fed Divergence: What Financial Advisory Leaders Must Address in 2025
Advisory & Consulting

RIA Consolidation, Compliance Risk, and Fed Divergence: What Financial Advisory Leaders Must Address in 2025

Osaic’s $17.2 million regulatory settlement and Mercer’s 11 RIA acquisitions in 2025 highlight the compliance and valuation risks embedded in rapid financial advisory consolidation. Combined with Fed policy divergence and surging muni ETF flows, decision-makers face a complex but navigable landscape requiring disciplined governance and scenario-ready treasury strategies.

RIA Consolidation Accelerates in 2025: $17.2M Osaic Settlement and Mid-Market M&A Signal a Structural Reset in Financial Advisory
Advisory & Consulting

RIA Consolidation Accelerates in 2025: $17.2M Osaic Settlement and Mid-Market M&A Signal a Structural Reset in Financial Advisory

Osaic’s $17.2 million regulatory settlement and Mercer’s 11 RIA acquisitions in 2025 expose a critical tension at the heart of mid-market financial advisory consolidation: the gap between acquisition velocity and compliance infrastructure. Decision-makers in M&A, treasury, and capital markets must treat governance integration as a strategic priority, not an afterthought.

EU Regulatory Simplification: What the GDPR and AI Act Revisions Mean for Corporate Compliance in 2025–2027
Compliance & Risk Management

EU Regulatory Simplification: What the GDPR and AI Act Revisions Mean for Corporate Compliance in 2025–2027

The European Commission’s proposals to revise GDPR and the EU AI Act — including a delay of high-risk AI rules to December 2027 and projected savings of €5 billion by 2029 — represent a structural shift in EU digital governance. For CFOs, General Counsel, and board members, the reforms create strategic opportunity, but enforcement gaps and existing obligations demand immediate attention.

Only 14% of Enterprises Fully Realize Cloud Value: What This Means for Your AI Strategy
Digital Strategy & Innovation

Only 14% of Enterprises Fully Realize Cloud Value: What This Means for Your AI Strategy

NTT DATA’s 2026 global study of 2,300+ senior decision-makers finds only 14% of enterprises have reached the cloud maturity needed to fully realise AI value, with 88% acknowledging their current investments put core digital ambitions at risk. For CFOs, CTOs, and boards, this data reframes cloud modernisation as the defining strategic variable in enterprise AI adoption.