Press Releases

Institutional Investors Enter Digital Securities Ecosystem

April 12, 2022

Nearly a quarter of buy-side firms are investing in digital securities / security tokens and about another 40% of other institutions are conducting research to assess opportunities and risks in the nascent sector.

SEC Action on Spot Bitcoin ETFs Could Bring Traditional Financial Advisors (and Billions in Assets) Into the Crypto Fold

April 5, 2022

The creation of a spot Bitcoin ETF will help overcome hesitations among traditional financial advisors about recommending cryptocurrencies and could potentially bring countless retail advisory clients and billions of dollars in assets into crypto. 

Fixed-Income Industry Worries That New SEC Rules Could Make Some Corporate Bonds Useless

March 29, 2022

New regulations designed to protect investors could actually remove liquidity from huge sections of the U.S. bond market. 

Convergence and Cloud Computing are Transforming Market for Equity Trading Systems

March 22, 2022

The typical U.S. buy-side firm has been using the same order management system for a decade. Despite this consistency, the OMS business is in a state of transformation, as functions, platforms and providers converge, and the entire business shifts to the cloud. 

Amid a Changing Market Structure, Investors Swapping Uncleared Derivatives for Cleared Products

March 8, 2022

The impact of trends such as Uncleared Margin Rules (UMR) and the retirement of LIBOR are increasingly evident in global markets as investors replace uncleared derivatives with cleared swaps, futures and options. 

Libor Reform and Clearing Growth Drive Change in Interest-Rate Derivatives Market

March 1, 2022

The transformation of the interest-rate derivatives (IRD) market has been pushed into overdrive by several powerful trends, including Libor reform and clearinghouse innovation.

Corporate Banks in Asia Have a New Technology Priority: Keeping Up With Their Clients

February 23, 2022

For the past decade, Asian banks have used technology investments to become more efficient and lower costs. Today, the largest banks in the region are using their IT spending for a new reason: to keep up with their clients.  

Europe’s Smaller Banks Face Pressure From All Sides

February 23, 2022

Europe’s ranks of smaller national and regional banks are coming under increased pressure from the convergence of several powerful trends, including technology-driven changes in corporate business models, companies’ growing need for international coverage and improving economic sentiment.

Could DIY Investing Actually Boost Demand for Financial Advice?

February 22, 2022

Almost 40% of financial advisors in the U.S. think today’s growth in DIY investing will increase demand for their services in the long term. 

After Switching to Digital Banking During COVID-19, U.S. Companies are Ready to See Their Bankers in Person Again

February 16, 2022

To succeed in the year ahead, commercial banks will have to combine new high tech with old-fashioned human touch.