Broker research
Bloomberg rolls out integrated alt data for Terminal users
The initial launch includes consumer spend and foot traffic geolocation data—pre-integrated with all the other data on the Bloomberg Terminal.
Research management systems vie to double as data, analytics providers in one-stop-shop bid
RMS providers Sentieo and MackeyRMS feel the pressure to become quasi-data and analytics providers in their quest to cover the gamut of the buy-side research analyst workflow.
TipRanks Builds Financial News Service to Highlight Analyst Ratings Data
The vendor provides ratings of research analysts, bloggers, and other stock tipsters.
New Platform Eases Analyst–Trader Communications Compliance
Client Instant Access’s Omnigage allows compliance officers to approve communications content.
This Week: JP Morgan/Limeglass, Trumid/Citi, Numerix, ExpandAlpha
A summary of some of the past week's financial technology news.
Coleman Taps FactSet Vet Suppelsa for Research Management Biz
Suppelsa spent 21 years at FactSet before co-founding evaluated prices provider Best Credit Data.
Commcise Introduces Contract Management for Research
An increasing number of firms are buying research under fixed-price contracts as a result of European regulations.
HSBC Expands Content, Reach of Research App on Symphony
The bank says its research app is already one of the most popular on Symphony's messaging platform.
Trade Ideas Ltd Taps Research Vet Jowers as MD
Jowers has held senior research positions at RBS and Dresdner Kleinwort, and previously served on Trade Ideas' board.
RSRCHXchange Rolls Out Analyst Contact Functionality
Buy-side users of research platform are now able to book analyst meetings and conduct them with full audit trail.
Commissions Slump as Mifid II, Algo Trading Take Bites Out of Brokers
Data shows drop in commission costs as unbundling rules take hold, furthering decline caused by electronic execution.
Schroders Turns to Commcise for Mifid II Research
Platform gives greater transparency for compliance with unbundling requirements under European rules.
Velocimetrics Taps Ex-Goldman Sachs Research COO as Director
A 20-plus-year veteran of the banking and research industy, Tufft will be actively involved in Velocimetrics' industry positioning and new business initiatives.
Visible Alpha Raises $38M from Banks
The new investment brings the total funding raised by Visible Alpha in the last three years to almost $70 million.
Goldman Leads $38 Million Funding Round for Visible Alpha
Fintech firm to complete integration of Alpha Exchange and expand into Europe and Asia, with eye on potential further acquisitions.
Metzler AM Taps Visible Alpha for Mifid II Research Compliance
Implementing a new research tracking and valuation workflow based on Visible Alpha's tools will enable the firm to get better results from research relationships, as well as comply with Mifid II.
Law & Disorder: US Preps Defense Against Mifid II
As Mifid II's deadline approaches, US firms affected by the rules are still waiting for regulators to resolve crucial conflicts between European and American laws, and are likely to be making adjustments well after the deadline has passed, reports…
Citi Pays $11.5M in Finra Fines and Compensation for Ratings Failings
Finra says Citi's inaccurate ratings led to numerous porblems for portfolio manager clients and retail investors.
The Research Renaissance: An Examination of How Quantitative Analysis is Evolving
Although it still needs more time in the oven, technology is powering a quiet revolution in research and analytics—and the fusion of the two may transform the investment process.
November 2017: The Risks of Over-Optimism, From Mifid to Messaging
More complex regulatory and competitive environments inevitably create more complicated data requirements.
EU Gets Tough on ‘Research’ Unbundling
Mifid II will force sell-side firms to unbundle research fees from dealing commissions they charge to buy-side clients. The banks claim their front-office notes meet the criteria of being a minor non-monetary benefit, but EU watchdogs aren’t convinced,…
RSRCHXchange Launches Virtual Library Tool
New tool allows buy- and sell-side users to organize research content more efficiently.
Thomson Reuters Incorporates Visible Alpha Research Management Tools
Officials say integrating Visible Alpha's research management tools into Eikon will help firms prepare for new rules governing research provision and payments under MiFID II.
August 2017: By Accident or Design
With large numbers of firms still unprepared for many aspects of MiFID II, Max questions whether the laggards—whatever their motives—are ready for the impact of non-compliance on their business.