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Comment, Analysis & Research

11/03/2016

Half of Banking Customers Globally Now Using FinTech Firms Finds World FinTech Report 2017

The inaugural report quantifies and tracks customer response to the rise of FinTechs, includes the views of financial services industry executives at both FinTech firms and traditional financial institutions2, and summarizes how innovation is key in the e

11/03/2016

Donald Trump’s administration is going to be a bonanza for bankers

Populist rhetoric masks a bonanza of deregulation and tax cuts

11/02/2016

Moody's assigns Baa3 rating to Lazard's $300 million senior notes due 2027

The rating outlook is stable.

11/02/2016

Generali Global Assistance Announces Two-Part Series on Holiday Season Identity Theft

Identity theft and the associated spike in activity during the holidays impacts millions of people

11/02/2016

Low-Cost Portfolios and Digital Advisors: Does Simple Mean Better?

"Nearly three-quarters of advisors we surveyed agree that active and passive investments complement each other."

11/01/2016

Hedge Fund Standards Board to hold information session on November 8 in New York

The HFSB was formed in January 2008 as the standard-setting body for the hedge fund industry.

11/01/2016

World’s largest fund managers see first decline in assets since 2011

“The decline in global assets demonstrates the impact of the challenging investment landscape and currency fluctuations on asset managers across the globe,” said Brad Morrow, head of manager research, North America, Willis Towers Watson.

11/01/2016

Wall Street banks are celebrating once again

The deals represent more good news for Wall Street dealmakers, with seven banks and six law firms winning a role on one of the two deals

10/31/2016

Bonuses for hedge fund staff expected to fall

Hedge fund professionals are tightening their belts in anticipation of lower bonuses

10/31/2016

Many firms are failing their senior-level women: study

When companies do best at engaging their workers, women and men benefit equally.

10/31/2016

Raymond James Discloses Results of 2016 Annual Dodd-Frank Act Stress Test

The information provided includes summary stress test results for both Raymond James Financial, Inc. and Raymond James Bank

10/31/2016

Latin American growth to revive as central banks prepare rate cuts

Latin America has struggled in recent years with the sharp devaluation of the commodities it exports, such as oil, iron ore and copper.

10/31/2016

Service Providers Seeking to Court Investors Should Reinforce Ease of Establishing a New Relationship

Cerulli's latest report, U.S. Financial Brands 2016: Navigating the Brand Engagement Process, is the outcome of a partnership between Cerulli Associates and Phoenix Marketing International.

10/30/2016

Dollar rally is over, says JPMorgan Asset official

That “glacial” pace of policy-tightening means the dollar’s world-beating rally since mid-August is over

10/28/2016

National Bank expects to take a charge of about $175 mln in Q4

National Bank of Canada - as a result of restructuring measures, just over 600 employee departures are expected

10/28/2016

US banks might outperform their European peers, but there’s cause for comfort than concern

European banks struggle to keep their share price stable, their counterparts at the Wall Street seem to be doing a much better job

10/27/2016

Does Boston need a bank just for millennials?

The board of Admirals has approved the transaction, and now it’s up to federal regulators to bless the deal.

10/27/2016

Asset Managers Developing Strategic Beta Should Not Overlook the Defined Contribution Market

The majority of product development has occurred within the ETF wrapper

10/27/2016

BBVA Compass, Opportunity Finance Network join forces to cultivate new generation of leaders in affordable-lending space

They launch Opportunity Fellows Program to develop, educate CDFI leaders

10/27/2016

How Fidelity's robo for RIAs 'leapfrogged' rivals -- and why the landing might not stick

Fidelity weaves in eMoney wizardry to its super-bot but Geode's presence as de facto CIO stops some RIAs in their tracks

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