“After a choppy market for IPOs this year, this debut is a very positive sign,” said Don Zambarano, head of private equity at KPMG US. “With firms facing continuing pressure to return capital to their ...

Integration isn’t technology strategy anymore—it’s client experience strategy. It’s valuation strategy. It’s survival strategy. Look around: the biggest fintech wave right now is not “new tool that ...

In the emerging hierarchy of global wealth, the wealth managers who serve this elite tier will be at the core of financial power in the coming decade.

Forecasting a central scenario for the U.S. economy in 2026 appears to be a straightforward exercise. But the probability that this baseline forecast would materialize probably does not exceed 50%: ...

Year Giving by Rachael Watson, Bruce McKee, Rachael Watson. A number of the new provisions incentivize bunching cash, stock, or asset gifts, especial ...

“These companies are more sensitive to shocks, leaving them at risk of sudden repricing,” wrote Bram Kaplan, JPMorgan’s head of Americas equity derivatives strategy. “Low Vol stocks possess a more ...

The play: A private credit firm—one with arms that invest across various debt markets—buys a small slice of a company’s syndicated loans. Once in, they have greater access to the borrower, and can ...

Direct lenders have created a new tactic to snag deals.

UBS Group AG is set to begin its latest wave of job cuts in mid-January, according to people familiar with the matter.

Chu and his co-conspirators fraudulently pledged charged-off loans to Lender 1 “for years” until Tricolor collapsed, the indictment said. By at least 2021, the manipulation expanded beyond Lender 1, ...

Two other advisors have joined existing FiNet practices. One, Mark Serrian, came from Oppenheimer, where he managed more than $222 million, and he joined Shore to Summit Wealth Management, a ...

The recovery from the November lows in the tech-heavy Nasdaq 100 has begun to lose momentum as disappointing figures from Broadcom Inc. and Oracle Corp. last week dampened AI enthusiasm, noted Adam ...