Insights

Notes from the compliance trenches

Practical guides on regulatory change, audit readiness, and running a GRC program that survives examination — written for the people who own the outcome.

FeaturedSecurity & AssuranceJuly 14, 2026 · 6 min read

SOC 2 Type I vs. Type II: What Buyers Actually Expect

The two report types answer different questions, and procurement teams know the difference. What each one covers, which one sponsor banks and enterprise buyers ask for, and a realistic first-time timeline.

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Regulatory ChangeJuly 14, 2026 · 7 min read

The FinCEN Investment Adviser AML Rule: What Changes by January 1, 2028

FinCEN’s final rule brings RIAs and ERAs into the Bank Secrecy Act. The compliance date moved from 2026 to 2028 — what the rule requires, what it leaves out, and how to use the runway.

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