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      Beyond 60/40 Ep. 40 - KYC/AML Technology

      iCapital's Nick Goss, Senior Vice President of Alternative Solutions, joins Beyond 60/40 to speak about the integration of Parallel Markets’ KYC/AML technology into iCapital’s onboarding process after the recent acquisition. Nick talks about the KYC (Know Your Customer) and AML (Anti-Money Laundering) pain points & challenges firms face in customer identity verification and how iCapital streamlines these processes through software solutions. Watch the conversation to hear about the new regulatory changes, such as the FinCen rule effective Jan 2026, which expands the compliance responsibilities of RIAs thus increasing the need for KYC/AML processes. iCapital hosted a webinar on June 26 to stay ahead of the 2026 RIA Regulations for KYC/AML Compliance. To view the replay, cut and paste the below link: https://icapital.com/insights/practice-management/fincens-new-aml-rules-what-advisers-need-to-know/

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