Expert Insights

From LIBOR to SOFR | What index will you select? We are here to help you choose. Wolters Kluwer’s latest podcast focuses on the end of the (London Interbank Offered Rate) LIBOR and the industry’s switch to the (Secured Overnight Financing Rate) SOFR index. Listen in as our experts offer guidance on what the end of LIBOR means for market participants and what banks should be doing now to prepare for the transition.

What do we need to know about the regulatory requirements for the Office of the Comptroller of the Currency's (OCC) letter?

Wolters Kluwer experts Stevie Conlon and Robert Schwaba review the potential impact and steps for compliance following the OCC's release of interpretive letter permitting OCC-regulated banks to provide custody services for virtual assets.

In this episode, Wolters Kluwer Banking Segment Leader Samir Agarwal interviews Mike Schiller, a Wolters Kluwer consultant specializing in tax-advantaged accounts, about how current rules, including the SECURE Act and the CARES Act, impact IRAs. As the U.S. population ages and baby boomers reach retirement age, small banks will see an increase in IRA portfolio balances and should be prepared to serve as IRA trustees.