Finance Updates – Page 29 – Finance Updates

PE-Backed Wealth Platforms Poised for Shift in 2026: What Advisors & Firms Must Watch

AdvisorPro flags ten PE-backed U.S. wealth fi...

Named platforms include Osaic, Rockefeller, W...

Sector data point to higher deal values but f...

Advisors and vendors may see disruption and p...

North America PE Fundraising Hits Post-Pandemic Low: Mega-Funds Dominating, Emerging Managers Struggle

Americas Markets Other Investment Pools and Funds

North American private equity fundraising has...

Capital is increasingly concentrated in mega-...

Dry powder remains very high but is starting ...

The market is bifurcating, favoring scale whi...

Jefferies Gains Momentum in Investment Banking as M&A & Underwriting Surge

Americas Firms Securities and Commodity Contracts Intermediation and Brokerage

Jefferies posted a sharp fourth-quarter inves...

The quarter included a $30 million pre-tax lo...

Industrywide, 2025 investment-banking fees ro...

Rate-cut and easing-regulation expectations a...

Citigroup’s Turnaround: ROTCE Set to Hit 10–11% by Late 2026 Amid Structural Gains

Global FYI Finance and Insurance

Citigroup shares surged about 70% in 2025 and...

Results show improving profitability, with st...

Analysts forecast roughly 10–11% ROTCE by 202...

Upside still hinges on execution and clean ex...

Why Bloomberg CAPTCHA Blocks Disrupt Market Intelligence and How to Prevent Them

Americas Firms Other Investment Pools and Funds

Bloomberg blocked access after detecting unus...

Common triggers include rapid or automated re...

A block reference ID is provided to share wit...

Such interruptions can disrupt time-sensitive...

New CRA Bank-Size Thresholds for 2026: What Community Banks Need to Know

Americas Policy Depository Credit Intermediation

Effective Jan. 7, 2026, the Fed and FDIC rais...

Intermediate small banks are those with at le...

The thresholds apply through Dec. 31, 2026 un...

Banks near the cutoffs may shift CRA exam cat...

Fed & GOP Push to Index Bank Thresholds to GDP—What It Means for Community Banks

Americas Policy Depository Credit Intermediation

Fed Vice Chair for Supervision Michelle Bowma...

Analysts estimate indexing since 2018 would l...

Backers say this would make supervision more ...

Key uncertainties include which thresholds re...

Why Credo (CRDO) and Nebius (NBIS) Are Poised to Lead the AI Stock Surge

Global FYI Finance and Insurance

Insider Monkey’s “10 Must-Buy AI Stocks” high...

Credo is riding AI interconnect demand, growi...

Nebius is scaling AI compute infrastructure w...

Key investor questions are whether growth-dri...

Karatage Taps Shane O’Callaghan: A New Era in Institutional Crypto Strategy

Europe Firms Other Investment Pools and Funds

London-based digital-asset hedge fund Karatag...

O’Callaghan previously led institutional part...

The hire supports Karatage’s thematic approac...

Karatage is positioning for faster execution ...

Bridgewater Tops Records in 2025: New Leadership, AI Edge, and Employee Ownership Redux

Global FYI Finance and Insurance

Bridgewater posted record profits in 2025, le...

Veteran co-CIO Bob Prince was named board cha...

Assets were about $92 billion as of Sept. 30,...

The firm is expanding AI-driven macro investi...