Fixed income market-making to change

Besides bringing more transparency to the cost of research by unbundling it from commission costs, MiFID II will introduce greater transparency to execution costs for fixed-income trades.

Fixed Income

The biggest change in US equity market structure in 2017 may come from ... the EU

With 8 months left before MiFID II goes into force, EU-based investment firms should start talking to their US brokers about how MiFID II could indirectly impact how their order flow is handled.

Compliance

MiFID II market data: Let the market help!

Data is the critical glue which will hold MiFID II together, as it enables investment firms to determine their categorization and meet reporting obligations.

Compliance

Promised return from data assets under MiFID II

European regulators are tearing down the instinctive, qualitative world of trading and replacing it with a measurable, traceable, transparent trading grid.

Compliance

Making MIFID II manageable

MiFID II significantly broadens the to do list for compliance teams and legal counsels, introducing extended reporting obligations on market participants.

MiFID II
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MiFID II portends research upheaval and challenges for IR

The new European Union regulatory scheme known as MiFID II will change the way research is paid for, requiring payment for research directly or through a dedicated research account, not through trading commissions or soft dollars.

Corporations

U.S. managers eye unbundling

MiFID II’s research unbundling requirement is having a noticeable effect as many US asset managers look to purchase broker research directly instead of through commissions.

MiFID II

MiFID II: For all or for none?

Three or five years from now, MiFID II might be a memory of a short-lived regulation or the inspiration for a domestic equivalent in the U.S.

MiFID II

The long arm of MiFID II — Is NOW too soon to ask for third-country equivalence?

If non-EU brokers or non-EU trading venues are concerned about equivalence, time has come to raise this.

MiFID II

Know your customer and get MiFID II right the first time

Interpreting KYC data and new client onboarding and reporting requirements in the right way will be critical to success.

Compliance