Research Library
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More Turbulence Ahead for US Financial Services
California Democrats Likely to Roll Back State Rent Control Exemptions, Impacting 19% of Rental Units
May 24, 2023 - Capstone believes it is marginally likely that California will pass legislation to amend key provisions of the Costa-Hawkins Rental Housing Act of 1995 (Costa-Hawkins) by November 2023—negatively impacting the long-term operating performance of...
French Investment Market in Spotlight as ‘Value For Money’, ‘Undue Costs’ in EU Retail Investor Strategy Bring Down Costs
June 10, 2023 - Capstone believes French wealth managers and other distributors and managers of investment and savings products, including insurance-wrapped products, will have to lower product pricing following forthcoming requirements to offer “value for money” and...
The Transformative Present and Possible Future of US Retirement Policy
By John Donnelly, Capstone Financial Services Analyst Both political parties are keenly interested in growing workplace retirement plan participation rates. Greater savings rates allow workers to retire earlier, pass wealth to future generations, and reduce reliance...
The Promises and Perils of the Fed’s New Payment System
May 28, 2023 By Keegan Ferguson, Capstone Financial Services Analyst In July, the Federal Reserve is expected to launch its long-awaited FedNow service after piloting the program for months with more than 100 participating financial institutions. The service sets the...
The SVB Failure: Regulators’ Policy Response Becomes Clearer
By Thomas Dee, Managing Director of Capstone’s Financial and Business Services practice April 3, 2023 - US banking regulators testified before Congress last week, offering the clearest picture yet of how bank regulations will evolve in response to the failures of...
Consumer Finance Monthly Rundown
Supreme Court Timing Will Hamstring CFPB into 2024; States Likely to Play Larger Regulatory Role By: John Donnelly, Jackie Davey, and Thomas Dee In this report, we highlight the latest consumer finance developments, that we think companies and investors should be...
UK Politics and the Silicon Valley Bank Fallout
By Mathew Gilbert, Head of Capstone’s European Practice March 19, 2023 - Prudential standards in the UK financial services sector have become an unlikely political football as politicians tussle with regulators over the balance between increasing UK competitiveness...
2023: The Year the Biden Administration Tackles Financial Services Regulation
By: Thomas Dee, Capstone US Financial & Business Services Managing Director 2023 will be a landmark year for US financial services regulation, as the Biden Administration looks to lock in high-profile regulatory changes before it faces the uncertainties of the...
