Interactive Brokers, an automated global electronic broker, announced the launch of Ask IBKR, an AI-powered tool that delivers instant portfolio insights through natural language queries. “With Ask IBKR, we’re introducing a natural language-based way for investors to interact with their portfolio data,” said Milan Galik, Chief Executive Officer at Interactive Brokers. “Instead of navigating across screens, clients can simply ask, ‘What sector am I underweight compared to the S&P 500?’ and get an instant, visualized answer.” Originating as a chatbot extension of PortfolioAnalyst,...

FIF would like to thank Cboe Global Markets for hosting FIF for our largest Chicago event to date! The record breaking evening was thanks, in large part, to the two strong, thought-provoking panels and the great event space. FIF has partnered with Cboe on this annual event for more than a decade, and the events seem to get better and better each year. FIF would also like to thank all of the expert panelists who lent their time to sit on the panels. We look forward to seeing you all again in October 2026.

FIF is excited to announce our 2025 Year-End Holiday Event, hosted by Société Générale and sponsored by n-Tier fs. The event will take place on Thursday December 4th at 245 Park Avenue, New York, NY 10167. This is our most popular event of the year and registration fills up fast, so mark your calendars. FIF will send out registration information for the event in the near future.

FIF has scheduled two calls for the SLATE Working Group for this week. The first call will be on Wednesday October 15 at 10 am; the second call will be on Thursday October 16 at 11 am. The Working Group will continue its discussion of issues relating to the implementation of SLATE reporting, including next steps with the SEC and FINRA.

FIF has scheduled a call for the CAT Transaction Reporting Working Group for Wednesday October 15 at 11 am ET. This call will focus on FIF submitting to the SEC a request for exemption relating to CAT reporting of port settings. FIF previously submitted an exemption request to the SEC in draft form.

The next call for the Rule 605 Working Group will be on Monday October 20 at 2 pm ET. The Working Group will continue its discussion of open interpretive questions relating to implementation of the Rule 605 amendments, including reporting for different order types.

FIF is hosting a webinar on Best Execution for the Compliance and Surveillance Working Group. The webinar will be on Monday October 27 at 3 pm ET. The moderator will be Scott Trilling of Fidelity. The panelists will be Mark Davies of S3, Derek Lacarrubba of the KL Gates law firm, Ted Karn of The Karn Group and Chris Montagnino of Jordan & Jordan. If you would like to submit any questions or topics for the webinar, please send them to This email address is being protected from spambots. You need JavaScript enabled to view it.. 

SLATE Working Group. FIF hosted two calls for the SLATE Working Group this past week. During the first call, the Working Group continued its discussion of end-of-day reporting based on the last reportable event. During the second call, the Working Group discussed issues to raise with the SEC, including SLATE billing, reporting LEIs instead of MPIDs, the definition of when a loan has been effected, reporting for trades that are novated to the OCC, the borrowerType field, removing the sourceOfLoan field, removing the loanCloseOutFTD field, reporting for cross-border transactions, reporting...

Nasdaq eVestment has launched a set of AI-ready data infrastructure, to enhance institutional intelligence and allow institutional asset managers to activate agentic workflows directly within their own environments.  The offering, which includes Nasdaq eVestment’s AI-ready datasets and its Next Best Action for Institutional Capital solution, is expected to remove the need for manual data manipulation and address fragmentation, to allow firms to make more informed market-speed decisions. According to a story in The TRADE, Daniel Brickhouse, vice president and head of product...