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. … READ MORE >
Financial services
Diversified trading, AI, client engagement: Early 2025 trends for capital markets organizations
The financial services industry is in a transformative phase, as shown by these developments in risk management, client engagement, technology and artificial intelligence upgrades. … READ MORE >
Asset management firms are optimistic on Q3 earnings calls as private asset demand rises
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. … READ MORE >
Fed loan officer survey shows CRE standards continue to tighten
The tightened lending standards stem from an increase in funding costs and the increase in the loan-to-value ratios that we’ve seen across the nation. … 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. … 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. … READ MORE >
Asset management trends: Key takeaways from third-quarter earnings calls
Asset management firm executives highlighted opportunities in the insurance space, discussed the continued demand for private credit and reiterated the importance of operational excellence. … 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 hawkish stance. … READ MORE >
SEC expands regulation of private fund advisers
These rules will require registered advisers to private funds to provide quarterly statements to investors, obtain annual audits for the private funds they advise, and obtain either a fairness opinion or valuation opinion in connection with any adviser-led secondary transaction. … READ MORE >
Financial services update: FedNow, banking results, reinsurance disruption
In the latest installment of our monthly financial services update, we take a look at the upcoming launch of the Fed’s instant payment system, banking results for the first quarter and disruption in reinsurance. … READ MORE >