11/03/2016
McKinsey: North American money managers facing massive shift in competitive dynamics
A once in a generation shift is due to five converging trends
Comment, Analysis & Research
11/03/2016
Global gains for the private M&A market as advisors predict increased deal activity
Mid-market M&A deals are a vital but often overlooked part of the global economy
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