Financial services

For more on the financial services sector, see pwc.com.

Broker dealers: TBA margin clarity, but not simplicity

08/24/16

Last week, FINRA adopted a regulation requiring that US-registered broker dealers collect margin on To-Be-Announced transactions (FINRA Rule 4210). This Regulatory brief provides an analysis of the regulation and our view of what firms should be doing now.

Making a withdrawal? Brexit’s effect on US banks and capital markets firms

08/24/16

The UK voted to leave the EU. How will this affect US banks and capital markets firms and what can you do to prepare?

Love it or list it: Brexit, US financial institutions, and UK real estate

08/24/16

Now that the initial volatility around commercial real estate in the UK has stabilized, what's next?

In depth: Insurance industry supplement to leasing standard

08/17/16

This supplement to our In depth on leases highlights areas that could create challenges for insurance companies.

Consumer marketing: Stop pitching, start relating

08/09/16

To avoid being overlooked, banks should connect with customers early on in their journey and evolve their marketing message alongside the path to purchase.

PwC comments on proposed update to the derecognition of nonfinancial assets

08/05/16

PwC responded to the proposed clarification of the scope of ASC 610-20 and the accounting for partial sale transactions.

Not just across the pond: How US financial institutions prepare for Brexit

08/02/16

US financial institutions are preparing for Brexit as they face new challenges to many areas of their business.

US Asset and Wealth Management Deals Insights

08/01/16

The US Asset and Wealth Management Deals Insights H1 2016 is now available. This publication includes the deal activity in the asset and wealth management sector such as overall highlights, key announced transactions, and the outlook ahead.

US Real Estate Insights - Summer 2016

07/29/16

In “Top 25 Hotel Markets: Room for More Growth Remains”, Abhishek Jain discusses factors that have contributed to the robust performance in many markets, underperformance in others, and whether the recovery in the sector may have more room for growth given the current economic climate.

Hedge Fund, Meet Highway

07/26/16

New investments in infrastructure by private asset managers are changing the way the world plans and finances its cities, power systems, and transportation links. This article from strategy+business discusses how these infrastructure investments are the latest trend in investing.