In The News

Forbes: ...over two-thirds of the over 600 financial advisors participating in a new Coalition Greenwich study expect that the DIY investing trend will either have no impact or, conversely, generate more demand for financial advice over time. 

Bloomberg: “Even if you don’t directly have a Russian sanctioned bank as a client you’re not entirely sure whether the transaction you’re handing will go through a Russian correspondent bank,” Eric Li said. “The chain is very complex.

Investment Executive: As far as financial advisors are concerned, the rise of do-it-yourself investing is just fine. Most expect the trend to boost demand for their services in the long run, Coalition Greenwich reports.

CNBC: A recent report from Coalition Greenwich shows that the total annual budget for enterprise blockchain applications within the capital markets domain has been roughly $1.7 billion since 2018.

Finextra: A Coalition Greenwich study found that 93 percent of exchanges, trading systems and data providers offered cloud-based data and services and that 100 percent planned to offer new cloud services, including in derived data, in the...

Bloomberg: “Dealers need a certain level of conviction in the pricing of a portfolio, since it’s generally a pretty large notional risk transfer,” said Kevin McPartland.

The Trade: NCoalition Greenwich report found that almost half of equity traders see proposed changes to payment for order flow (PFOF) as the most important ongoing regulatory initiative.

Coinbase: Coalition Greenwich found that 7 in 10 institutional investors expect to invest in digital assets in the future.

CNBC: Surveying the more than 50 rules that are currently proposed or being finalized by the SEC, Shane Swanson expressed amazement at their breadth.

Institutional Investor: Shane Swanson said traders’ views on retail regulation stood out to him as the most critical findings of the survey, particularly as the SEC is expected to be quite active over the next few years.