The Latest

Allan S. Roth
March 9, 2020 3:35 PM

There is quite a bit of data indicating planners timed the markets poorly during the financial crisis. Let's not make the same mistakes again.

2 Min Read
Sarah Wynn
March 9, 2020 2:33 PM

Richard Li, a pubic debt specialist for the city of Milwaukee, compared disclosing COVID-19 to disclosing a hurricane hitting localities on the Atlantic coast.

3 Min Read
By Jim Dobbs
March 9, 2020 2:12 PM

The outbreak and a free fall of oil and stock prices are rattling bankers at this year's ICBA gathering in Orlando, Fla.

3 Min Read
By Glen Fest
March 9, 2020 2:00 PM

The Structured Finance Association has canceled its Canadian industry conference in May, while IMN has called off a CRE CLO confab scheduled in NY this week.

1 Min Read
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Brad Finkelstein
March 9, 2020 1:18 PM

Mortgage lenders could benefit from the surge in refinancing due to widening market spreads, and that could help offset damage to servicing rights portfolio valuations, according to Keefe, Bruyette & Woods.

3 Min Read
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Andrew Coen
March 9, 2020 1:13 PM

S&P Global Ratings is postponing a March 31 forum on public housing bonds due to concerns about the outbreak of COVID-19.

1 Min Read
While the IRS levies a 40% estate and gift tax on the biggest fortunes, some of the wealthiest clients may consider the grantor retained annuity trust, or GRAT, to pass money to children and grandchildren tax-free.
By Ben Steverman
March 9, 2020 12:35 PM

The richer they are, the more options clients have to insulate themselves from the coronavirus and its effects.

3 Min Read
Steve Skancke
Gary Siegel
March 9, 2020 12:23 PM

The markets continue to sink on virus fears, as even a 50 basis point rate cut by the Federal Reserve last week didn’t turn the markets around. The Fed meets again next week and many see more easing, but will those efforts prevent recession?

5 Min Read
Some firms are promising to absorb external research costs for clients while others have registered as MiFID-compliant venues called systematic internalizers.
By Lu Wang
March 9, 2020 11:22 AM

Fund managers may be better equipped to weather the market storm than their passive peers because of their ability to quickly cut risk.

3 Min Read
Todd Clark, president and CEO of CO-OP Financial Services
Aaron Passman
March 9, 2020 9:14 AM

The annual payments event is the first credit union event to be cancelled due to concerns surrounding the outbreak.

1 Min Read