Finance

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Lynne Funk
March 9, 2020 4:48 PM

As COVID-19 wreaks havoc on global markets, munis try to keep pace.

10 Min Read
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
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
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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
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
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
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Aaron Weitzman
March 6, 2020 4:05 PM

As fear and uncertainty over COVID-19 rapidly grow, it has sent yields for both municipals and Treasuries to never before seen low levels — begging the question if we could see zero or negative yields here in the States?

9 Min Read
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Bonnie Sinnock
March 6, 2020 1:04 PM

Nonbank mortgage employment fell in January, but could subsequently surge as lenders seek to capture business while rates are low, the job outlook is favorable, and the coronavirus is contained.

2 Min Read
M&A wrap: William Blair, Rockwood Equity, Avante, US Foods, Apollo, Shoreline, Webster Equity, Infineon, International Women's Day, Coronavirus
March 6, 2020 11:17 AM

In honor of International Women's Day, Mergers & Acquisitions highlights the 2020 Most Influential Women in Mid-Market M&A. US Foods buys Smart Foodservice from Apollo. PE news from Shoreline and Webster Equity. Dealmakers from Riverside, Merrill Corp. and Paul Hastings weigh in on the coronavirus impact on the middle market.

6 Min Read
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Aaron Weitzman
March 5, 2020 3:35 PM

The world remains on edge about the rapidly spreading COVID-19 and those fears once again have Treasury yields digging down even deeper. COVID-19 fears have now impacted fund flows, as municipals suffers outflows for the first time in 60 weeks.

7 Min Read