Financial services

Across the boards: Views from the financial services boardroom


Find out what financial services directors think about cyber, IT, risk, meetings, activists, and more.

2016 Global Investor Survey: Redefining business success in a changing world


This report is a companion to our 19th Annual Global CEO Survey, which included interviews with over 1,400 chief executive officers. The CEO Survey explores business leaders’ views on the challenges and opportunities facing their businesses, the expectations of stakeholders and the evolving purpose of a company.

Shopping for growth: Finding the right insurance customers is a team sport


Want a better way to connect with consumers and drive business growth? A better customer acquisition strategy can help.

New guidance on recognition and measurement of financial instruments


Insights on the FASB’s recently issued guidance on recognition and measurement of financial instruments, including a review of key changes and implementation considerations for impacted companies.

A Practical Guide to the Proposed 385 Regulations for REITs and Real Estate Funds


This alert highlights the ways in which the new proposed regulations under Section 385 will affect real estate funds and REITs.

Unlocking the power of data for the CFO


Under pressure to be more strategic and efficient, the CFO role is changing. This shift brings data analytics to the forefront. CFOs who do not rely on data analysis in all aspects of their decision making are increasingly aware of its potential.

Banking & Capital Markets Deals Insights


In Q1'16, M&A in the banking sector started slowly. The equity markets began 2016 even slower, with the IPO slow down hitting all sectors, including banking, which had no IPOs in the first quarter for the first time since the Financial Crisis.

In depth: Revenue standard is final – A comprehensive look at the new model (Insurance entities industry supplement)


The FASB and IASB have issued their long-awaited converged standard on revenue recognition. How will you be affected? This industry-specific supplement to our In depth publication highlights some of the areas that could create the most significant challenges for insurance entities as they transition to the new revenue standard.

Why the Banking Industry Needs $600 Billion Worth of M&A


This article from strategy+business explains why U.S. bank CEOs, CFOs, and boards of directors should give serious consideration to M&A as a strategic lever over the next year or more.

NAIC Spring Update - Accounting Investments, RBC and Solvency Modernization - Webcast replay


This recorded webcast summarizes the recent developments of the short and long-term projects of the NAIC with a focus on decisions reached at the 2016 NAIC Spring National Meeting.