Finance Updates – Page 32 – Finance Updates

Jefferies Faces $30M Q4 Loss From Point Bonita Exposure in First Brands Fallout

Americas Firms Securities and Commodity Contracts Intermediation and Brokerage

Jefferies took a $30 million pre-tax Q4 FY202...

Point Bonita held about $715 million of First...

First Brands’ collapse, alleged fraud and acc...

Jefferies’ core investment banking revenue ro...

JPMorgan To Replace External Proxy Advisors With AI-Powered Proxy IQ from April 2026

Global FYI Finance and Insurance

JPMorgan Asset & Wealth Management will stop ...

The change becomes fully effective April 1, 2...

JPMorgan frames the move as driven by regulat...

The shift signals cost and control gains for ...

Why Active ETFs Are Surging While Mutual Funds Lose Ground

Global FYI Finance and Insurance

U.S. active mutual funds are bleeding assets ...

ETFsespecially active ETFsare taking share fa...

Growth is shifting to private markets and new...

Profitability per AUM is compressing as fees ...

Beacon Pointe Acquires Hemington: Scaling Growth with Female-Led Wealth Firm

Americas M&A Other Financial Investment Activities

Beacon Pointe Advisors of Newport Beach acqui...

The deal lifts Beacon Pointe to about $55B in...

Hemington co-leaders Eileen O’Connor and Jen ...

Strategically, the acquisition expands Beacon...

Why Asset Managers Struggle Turning AI Ambition into Returns in 2025

Global FYI Finance and Insurance

A global survey finds 73% of asset and wealth...

Adoption is accelerating: 77% have an AI road...

AI use spans back-, middle-, and front-office...

AI leaders capture outsized value by tightly ...

European Banking & Fintech M&A Surge in Payments & Infrastructure Deals

Global FYI Finance and Insurance

UK and European banks are accelerating M&A an...

Fintech funding fell sharply in 2024, but EME...

Payments consolidation and portfolio realignm...

Financial market infrastructure is also conso...

Family Offices Embrace AI: Strengthening Governance & Efficiency in Private Markets

Global FYI Finance and Insurance

Family offices are rapidly embedding AI into ...

Highest-value use cases include deal sourcing...

Adoption is tempered by the need for strong g...

AI is both an investment theme and an interna...

Russian FDI into Georgia Climbs 16.8% YoY in First Nine Months of 2025 — Real Estate Leads

Global FYI Finance and Insurance

Russian FDI in Georgia rose 16.8% year-on-yea...

Most inflows went to real estate ($15.3M), co...

Recipient firms cited include Samsung Electro...

Georgias overall FDI was volatile in 2025, fa...

What Google’s $32B Wiz Deal Means for Multicloud Security & Antitrust Risk

Global FYI Finance and Insurance

Alphabets $32B all-cash deal to buy multiclou...

The U.S. DOJ cleared the transaction in Novem...

After a January 7, 2026 filing, the EU must d...

Regulators and analysts are focused on vertic...

Fifth Third-Comerica Merger Clears Shareholder Vote: What It Means for Regional Banking

Americas M&A Depository Credit Intermediation

Fifth Third and Comerica shareholders overwhe...

Comerica investors will receive 1.8663 Fifth ...

Fifth Third expects the deal to expand its fo...

Key uncertainties include integration executi...