Asset and wealth management: State of the union 2016

Thumbnail image for Asset and wealth management: State of the union 2016 November 22, 2016

By Gary Meltzer, PwC US Asset & Wealth Management Sector Leader For those of us in the asset and wealth management industry—managers, distributors, investors, servicers, or service providers—the third quarter is looking a lot like the second, which resembled the first, which mimicked the fourth … as the cycle continues. The cycle is the industry’s collective […]

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Why advancing densification of US office space is opening up a new era of opportunity and creativity for developers

Thumbnail image for Why advancing densification of US office space is opening up a new era of opportunity and creativity for developers April 25, 2016

By Scott Cuthbertson, Manager, PwC – About a decade ago, commentators on the US real estate market began highlighting a trend among corporates toward a leaner real estate footprint for their office space. This focus on “densification”, intensified through the recession– and, without question, continuing today – brings what I believe are new and increasingly disruptive […]

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Mutual funds: Forced to innovate in 2016?

Thumbnail image for Mutual funds: Forced to innovate in 2016? March 23, 2016

By Peter Finnerty, US Mutual Funds and Advisors Leader, PwC – Sometimes, the biggest challenges can drive the best ideas. This is certainly true of the mutual fund industry. As we look at the year unfolding ahead, we can see how this particular industry — being pressured by areas ranging from fees to regulation — […]

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Mutual funds: Regulatory evolution, industry adaptation

Thumbnail image for Mutual funds: Regulatory evolution, industry adaptation March 14, 2016

By Anthony Conte, US Asset and Wealth Management Regulatory Leader, PwC LLP, and Scott Weisman, Managing Director, PwC LLP –  In 2015, the Securities and Exchange Commission set an ambitious agenda to address certain risks in the mutual fund industry. While global regulators did not designate any fund managers or complexes as so-called Systemically Important […]

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The new normal: Optimizing talent to drive business productivity

Thumbnail image for The new normal: Optimizing talent to drive business productivity January 26, 2016

By: Bhushan Sethi, Financial Services People & Organization Practice Lead; Contributing author: Rory Melick, Director, Financial Services, People & Organization Practice Diversity expectations, socioeconomic trends and pace of change are creating a wave of opportunities in the talent space for asset management firms, particularly in more traditional areas like investment servicing. However, these changes are also creating talent execution […]

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Fund Domiciles and Related Impact on ETF Tax Efficiency

Thumbnail image for Fund Domiciles and Related Impact on ETF Tax Efficiency December 1, 2015

By Thomas Swoboda, Tax Partner, Asset Management, and Darragh Golden, International Tax Director, Financial Services There are clearly a number of factors which influence the decision as to where to domicile an ETF, including: the regulatory, legal and tax environments; investor preference; and location of administrators/service providers, etc. While tax may not be the primary driver, […]

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International Money Is Stretching Out the Recovery Cycle

Thumbnail image for International Money Is Stretching Out the Recovery Cycle October 28, 2015

By Byron Carlock Jr., US Real Estate Practice Leader – Remember the phrase “follow the money”—meaning that understanding a complex deal requires examines where funds are heading? Today, an appreciation of our elongated recovery might actually mean looking in the opposite direction, at the burgeoning source of real estate investment capital. It’s called capital flows, […]

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Job growth and secondary cities are driving real estate opportunities

Thumbnail image for Job growth and secondary cities are driving real estate opportunities October 13, 2015

By Mitch Roschelle, Partner and Co-Chair, Emerging Trends in Real Estate, PwC – Following the economic downturn of 2007 to 2009, the real estate industry has recovered slowly but steadily. Many factors are contributing to this, among them the availability of capital, poised infrastructure development, job growth, and the lifestyle habits of the younger generations. But […]

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Fiduciary duty proposal: Disruptors at the gate

September 28, 2015
Thumbnail image for Fiduciary duty proposal: Disruptors at the gate

By Genevieve Gimbert, Asset Management Advisory Principal, PwC-  A recent U.S. Department of Labor (“DOL”) fiduciary standard proposal is set to disrupt how retirement investment advisors and their firms service the approximately $7 trillion and $5 trillion invested in IRA and 401(k) plan globally. According to the DOL, retirement investment advisors commonly have conflicts of interest whereby […]

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Real estate spinoffs, monetization and high-yield investments

September 24, 2015
Thumbnail image for Real estate spinoffs, monetization and high-yield investments

By Byron Carlock Jr., US Real Estate Practice Leader – Some of the most active areas in real estate today are being driven by operating companies and investors eager to monetize the value trapped in their real estate holdings. Both can benefit via such methods as non-recourse financing, sale-leaseback transactions and, increasingly, REIT conversions and […]

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