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Euro IRP Launches Directory

07/28/2015
The European Association of Independent Research Providers (Euro IRP), a trade association of research providers, launched a new searchable directory of independent investment research providers. The directory allows investors to ...

Unbundling’s Impact on Execution Providers

07/27/2015
Over the past few months, numerous journalists, consultants, and industry executives have opined about how MiFID II’s proposed unbundling of research payments from trading commissions could harm the research and ...
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TrimTabs Focuses on Sub-Advisory Business

07/27/2015
An ETF league table published on ETF.com, listed two independent research firms among the top ETF issuers: TrimTabs and GaveKal.  We’ve given Gavekal airspace, but haven’t said much about TrimTabs. Issuer AUM ...
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Value Line Reports FY 2015 Financial Results

07/24/2015
Earlier this week, Value Line, Inc. (VALU), the New York based investment research firm, reported earnings of $0.74 per share for the fiscal year ended April 30, 2015, up 7.7% ...
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Study Predicts Turnaround in Turnover Ratios

07/24/2015
Abel Noser Solutions, a trade cost analysis provider, released a report predicting that turnover ratios have stopped falling and will rebound, according to an article in Traders Magazine. While encouraging, ...
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Morningstar Reports Bullish 2nd Qtr 2015 Financial Results

07/23/2015
Morningstar, Inc. (NASDAQ: MORN), a Chicago-based provider of investment research, tools and databases for retail and institutional investors, yesterday reported that the firm had eclipsed Wall Street expectations for both revenue ...
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Upcoming Stock Conferences – Updated 7-23-15

07/23/2015
Stock Conference Calendar added or revised these dates, events and locations. DATE EVENT LOCATION     Third Quarter – 2015     Aug 4, 2015 AsianInvestor 7th Annual Corporate Treasury & CFO Summit Manila NEW Aug 11, 2015 Citi Private Company Healthcare Technology Conference Boston NEW Aug ...

Naysaying the Naysayers

07/23/2015
The following is a guest article by Adam Kommel and Joe Babler of Activist Shorts Research, which tracks activist short sellers.  The article is excerpted from a clients-only quarterly report ...

Roubini Launches Free Blog

07/22/2015
Roubini Global Economics, a leading macroeconomic research provider, announced the formation of EconoMonitor LLC, a new joint venture between Roubini Global Economics and Ashmore Media Group. In August 2015, EconoMonitor LLC ...
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Evercore ISI Revenues Flat in Q2

07/22/2015
Based on Evercore’s latest earnings release, it appears that Evercore ISI revenues were flat in the second quarter, net of allocated underwriting revenues. Nevertheless, it appears that ISI is helping ...
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US Bulge Equities Had Strong Second Quarter

07/21/2015
The largest US based investment banks reported strong equities revenues for the second quarter of 2015, with year over year growth averaging 21%. Sequential growth from the first quarter faltered ...
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Canaccord Lays Off UK Analysts Purportedly Because of Unbundling

07/21/2015
Canaccord Genuity, a Canadian investment bank, laid off three UK research analysts and one associate, according to an article in the Wall Street Journal. The layoffs were linked to pending ...
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JMP Hires Healthcare Analyst

07/21/2015
JMP Group, a San Francisco based investment bank, announced it hired a healthcare analyst from Avondale Partners. Donald Ellis joined JMP Securities as a managing director and equity research analyst ...
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UBS Taps Deutsche In Quest For Top Equities Billing

07/21/2015
In its effort to regain a top-three ranking in equities globally, UBS has been reorganizing its equity sales and trading, with many of the new hires being taken from Deutsche ...
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Energy Boutique Lays Off Analysts

07/20/2015
Calgary-based AltaCorp Capital, a small investment bank, has laid off energy analysts as energy stocks continue to languish, according to an article in the Toronto Globe and Mail. Managing Director Jeremy ...
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Capital Economics Opens NY Office

07/20/2015
Nine months after a major capital infusion, Capital Economics, a leading London-based economics research firm, announced it will be opening a New York office. Up until now its North American ...
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Mizuho Hires Healthcare Analyst

07/20/2015
Mizuho Securities USA, the U.S. affiliate of the Japanese securities firm, appointed Irina Koffler Managing Director and Senior Analyst for specialty pharmaceutical research. Koffler joins the firm from Cantor Fitzgerald, ...
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BMO Promotes US Oil Analyst to Head of US Research

07/19/2015
Bank of Montreal Capital Markets appointed a new head of US equity research according to an article in the Toronto Globe and Mail. BMO promoted oil analyst Carl Kirst which ...
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Maxim Adds Consumer Analyst

07/19/2015
Maxim Group LLC, a NY mid-market investment bank, hired a new consumer analyst. Stephen Anderson joined the firm as a Senior Vice President and Senior Restaurant & Consumer Analyst. – ...
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China Research Hiring Continues Despite Downturn

07/18/2015
The hiring frenzy in Chinese A-shares analysts may have cooled slightly,  but China remains an area of recruiting focus, as Barclays hired a Credit Suisse analyst and Credit Suisse added ...