Financial Services

Publications and Reports

 

Our financial services group publishes reports on market trends, regulatory matters and other industry news.

Date Report
9/21/20 Moderating Loss Cycle?
9/17/20 Monthly Asset Management Report - August 2020
8/25/20 Wealth Management: The Deal Magnet
8/19/20 Monthly Asset Management Report - July 2020
7/16/20 Monthly Asset Management Report - June 2020
6/16/20 MSLP - More Changes to Encourage Use
6/15/20 Monthly Asset Management Report - May 2020
6/9/20 PPP Flexibility Act of 2020: More Loan Forgiveness But Many Unanswered Questions
5/20/20 Bank Investment in Other Bank Debt and Capital Securities - Summary of Important Basel III, Small BHC, and TLAC Changes
5/18/20 Monthly Asset Management Report - April 2020
5/14/20 New Virus Normal
5/7/20 Main Street Overhaul Before Launch
4/27/20 CECL Summary of Options: Adopt Now, Delay Adoption, and/or Elect IFR
4/16/20 Monthly Asset Management Report - March 2020
4/14/20 Fed's $2.3 Trillion Plan: New and Enhanced Funding Programs
4/7/20 Revised Information on the PPP: Important Details in Interim Final Rule for PPP Released on April 2 by SBA
4/7/20 COVID-19 and the CARES Act: Rapid Response to Sustain the Economy During Pandemic Induced Coma
3/27/20 Monthly Asset Management Report - February 2020
3/25/20 COVID-19 Relief
3/16/20 Repeating Crisis Mistakes
3/2/20 Let the Music Play - 2019 Asset Manager Transaction Review and 2020 Forecast
2/19/20 Monthly Asset Management Report - January 2020
1/28/20 CECL - Ready or Not Here it Comes
12/31/19 Monthly Asset Management Report - December 2019
12/19/19 At Cliff’s Edge
11/30/19 Monthly Asset Management Report - November 2019
10/31/19 Monthly Asset Management Report - October 2019
10/31/19 Active Bank Consolidation Can Work Well for Investors
10/7/19 9th Inning Clean Up - Five Key Changes Emerge As Regulatory Relief Rules Are Finalized
9/30/19 Monthly Asset Management Report - September 2019
6/18/19 Basel III Simplification Finalized as Expected
1/22/19 Fed Comment Letter – Regulatory Capital Rule: Capital Simplification for Qualifying Community Banking Organizations
1/19/19 2018 Asset Manager Transaction Review & 2019 Forecast
1/7/19 Regulatory Simplification/Accounting Complication
5/30/18 Bank Regulation Resizing
3/20/18 The Pendulum Swings