Consumer spending, private business investment and government expenditures have kept the economy growing above potential over the past few years. Yet both business investment and the pace of hiring have recently been decelerating back into line with a more modest pace of growth. This is the normal ... READ MORE >
Financial services
4 key themes from Bank Director’s Acquire or Be Acquired 2025 conference
Bank Director’s 2025 Acquire or Be Acquired conference in January brought professionals from financial institutions together for an update on the economic landscape and to identify opportunities for growth and innovation. RSM attended the conference and was one of its sponsors. Here are the top themes ... READ MORE >
Diversified trading, AI, client engagement: Early 2025 trends for capital markets organizations
Capital markets organizations in January 2025 earnings calls, news articles, and press releases highlighted how they are navigating the impacts of various market forces and new technologies. Below are some high-level takeaways that provide a glimpse into industry trends: Diversified trading Institutions ... READ MORE >
Asset management firms are optimistic on Q3 earnings calls as private asset demand rises
Optimism was a major theme in asset management firms’ third-quarter earnings calls, transcripts show. Firms mostly focused on increasing inflows and fee revenues, as well as growing their assets under management in Q3; some even reported the best results in their history. Driving the optimistic ... READ MORE >
Fed loan officer survey shows CRE standards continue to tighten
Recent trends in commercial real estate and commercial and industrial loans continued in a status-quo fashion in the second quarter of 2024, according to the latest Senior Loan Officer Opinion Survey results released last week by the Federal Reserve. Standards for commercial real estate continue to ... READ MORE >
Key trends from Q1 2024 asset management earnings calls
A competitive fundraising environment, shifting retirement income needs, continued private credit demand and economic headwinds are continuing to shape the landscape for asset managers. Here’s a closer look at the top trends and headwinds that emerged from asset management firms’ first-quarter earnings ... READ MORE >
One year later: 5 areas of regulatory focus since 2023 bank failures
In the aftermath of the liquidity-related bank failures in March 2023, regulatory agencies and leaders have released numerous statements, including reviews of the failures, updates on supervisory expectations and calls for additional regulation. A few common threads emerged in these statements in the ... READ MORE >
Asset management trends: Key takeaways from third-quarter earnings calls
In third-quarter earnings calls, executives from asset management firms highlighted opportunities in the insurance space, discussed the continued demand for private credit and reiterated the importance of focusing on operational excellence. Here are some of the key takeaways, based on companies’ ... READ MORE >
Credit sentiment improves in Q3, signaling the worst might be over
No surprise came from the third-quarter Senior Loan Officer Opinion Survey on Monday as most major indicators pointed to improvement in lending sentiment. The improvement was likely a direct result of the Federal Reserve's rate pause in September as the central bank began to rebalance its policy to a less ... READ MORE >
SEC expands regulation of private fund advisers
The U.S. Securities and Exchange Commission on Aug. 23 adopted new rules aimed to expand the regulation of private fund advisers. According to a news release from the SEC, “the new rules and amendments are designed to protect private fund investors by increasing transparency, competition, and efficiency ... READ MORE >