monday-morning-briefing

Monday morning briefing – May 6, 2019

Movement across borders by millionaires up 14% in 2018. Here are the fintech firms that you need to know for 2019. There is strong optimism and demand for alternative investments. And much more in this week’s briefing.

Economic/industry news

The Fed held its target range steady at 2.25%-2.50%: Fed holds rates steady, citing lack of inflation pressure

The BoE maintained its Bank Rate at 0.75%: Bank of England ups growth view, Brexit keeps rate rise on ice

The Fed’s comments have a big impact on financial markets: Fed needs to develop a better feel for markets

Real assets should benefit from a pause in interest rate increases: How the Fed pause affects real assets

Financial advisor revenue climbed in 2018: Financial advisor revenue reaches record high despite drop in assets

A look at the risks and opportunities in the wealth management industry: Sizing up the competition in wealth management

Understanding how liquidity affects the total cost of an ETF: The importance of ETF liquidity: State Street

How ETFs and index funds can benefit the older generation: Why index funds and ETFs are good for retirees

News and notes (U.S.)

There is strong optimism and demand for alternative investments: Investors remain optimistic about alternatives despite ongoing market volatility

Investors are moving money into hedge funds they are familiar with: Investors weed out their hedge fund managers

78% of hedge fund managers experienced positive performance in the first quarter: Over three-quarters of hedge funds saw positive returns in Q1

Why U.S. VC is poised for another big year in 2019: 15 charts that show US VC could break multiple records in 2019

A look at some of the bigger risks in the fixed income market: This time is different, credit shop argues

Many manufacturers await the SEC’s decision on the ActiveShares proposal from Precidian Investments: A flood of nontransparent active ETFs could be coming – soon

Mutual fund and ETF fees fell in 2018: U.S. fund fees at record lows

Mutual fund sales and performance over the past two weeks: Mutual funds scorecard: April 30 edition

News and notes (Canada)

75% of active Canadian equity managers underperformed the benchmark in 2018: Most Canadian equity fund managers underperformed the S&P/TSX Composite Index in 2018

Canadian VC financing benefited from U.S. investors: U.S. investors powered Canadian VC financing in Q1

A look at cash holdings by sector: Currency & Sector Liquidity Analysis Report: Q1 2019

Macquarie to close equity sales, trading and research businesses: Macquarie shuts down three business lines in Canada

Defined-benefit pension plans in Canada returned 7.2% in the first quarter: Canadian DB pension returns boosted by rallying equities in Q1 2019

On the pulse – New frontiers in fintech

How banks and fintech firms can create a great partnership: 4 myths preventing more fintech+banking partnerships

Traditional banks are looking to fintech for growth: Established companies leveraging fintech capabilities for growth

Here are the fintech firms that you need to know for 2019: These are the top 10 hottest fintech startups and companies in the world

Adopting the cloud can help banks go digital: Banking in the cloud

Thomson Reuters and IBM partner on new regtech initiative: IBM and Thomson Reuters team on AI and data-driven compliance offering

Creating explainable AI is needed to build enterprise and consumer trust: Explainable AI: the future of AI

Global Financial Innovation Network selects firms that will take part in its service: Global sandbox accepts first eight firms

Open data can have a positive impact on society: The beginnings of open data

BMO launches group to fund tech companies: BMO launches Technology & Innovation Group

High-net-worth topics

How the wealthy can teach their kids about money at every stage of life: Here’s how the super rich teach their kids about money

Movement across borders by millionaires up 14% in 2018: Millionaires flee homelands to Canada, Australia, U.S. as tensions rise, taxes bite

MML Investors Services to offer more investment options for high-net-worth clients: MML Investors Services adds new investment options for HNW clients

Polls & surveys – What financials are saying

Americans are behind in their retirement savings (Franklin Templeton): Franklin Templeton: Most Americans lag in saving for retirement

Clients want more service flexibility and pricing options (EY): Wealth management clients want flexibility and transparency, finds EY

Institutional investors interested in holding cryptocurrencies in their portfolios (Fidelity): Fidelity survey finds institutional investors are eyeing crypto

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