Vol. 1999-9  

Financial Modernization Legislation: The End of the Beginning

On November 12, 1999, President Clinton signed into law the Gramm-Leach-Bliley (GLB) Act, an attempt at financial modernization almost two decades in the making.  The President said that the legislation “is truly historic,” adding that “we have done right by the American people” (New York Times, November 13, 1999).  Precisely what the President had in mind was not spelled out in the Times article, but doubtless it was along the lines of Treasury Secretary Lawrence Summers’ statement at the same ceremony: “With this bill, the American financial system takes a major step forward toward the 21st Century – one that will benefit American consumers, business, and the national economy.”  Probably the fairest description of that assessment is that not everyone agrees.  There is no firm consensus on the importance of what happened.

         To be sure, there are those who see the new legislation as the fulfillment of long-awaited, fundamental financial reform, well worth the twenty years of struggle and anguish required to make it a reality.  One such, among many, was Senator Christopher Dodd of Connecticut who, echoing the Treasury Secretary, said: “I welcome this day as a day of success and triumph.” (American Banker, November 5, 1999).  Supporters of the new legislation filled the columns of the financial press by claiming the achievement of “freedom from archaic restrictions,” pointing to the advantages of “one-stop shopping,” and confidently predicting an “unleashing of creativity” in banking and finance.

On the other hand, there are those who regard the new Act quite differently.  For example, Senator Paul Wellstone of Minnesota offered the populist take on the new legislation, stating that it is “the wrong kind of modernization . . . it concentrates more and more power in fewer and fewer people.”  The Minnesota Democrat warned that it was likely to be harmful to consumers and taxpayers generally, leading to “higher fees, decreased lending in low- and middle-income neighborhoods, and a credit crunch for small business.”  He finished with a populist flourish:  “Today’s lust for global gigantism has swept aside the voices of prudence” (American Banker, November 5, 1999).

Besides the more or less predictable reactions of those with a vested political stake in the new legislation, or some ideological axes to grind, there were the more pragmatic assessments by experienced observers of the Washington financial scene, who tend to view the legislation as doing little more than clearing away some of the debris left over from prior congresses, as well as contributing to the modernization drive long since set in motion by the market and technological change.  Very broadly, that judgement seems to be that although Congress did some necessary things, along with some that were harmful, on balance its efforts probably were worthwhile.  Still, the new Act does not amount to very much when measured against the immense task that lies ahead if true modernization of the American financial system is to be accomplished.

            Surprisingly, even Senator Phil Gramm of Texas, a principal architect of the new Act, who hailed its enactment at the President’s signing session, also made it clear that much remains to be done.  He takes a particularly dim view of the continued separation between banking and commerce.  “This is not the end of the process,” the Senate Banking Committee Chairman predicted, saying that “there will be another banking bill within ten years and it will deal with commerce . . . This bill is a pause, and it is only a pause, and it is not going to last very long.” (American Banker, November 5, 1999). 

          Other commentators agree, probably taking issue only with the Texas Senator’s estimate of a ten-year wait.  For example, The Economist (October 30, 1999) focused on the failure of the Congress to do anything about modernizing the nation’s supervision of financial institutions, which it characterized as “hopelessly fragmented and costly.”  The editors of The Economist went on to remind readers that “History is liberally dotted with crises caused by liberalizing finance without improving supervision.”  From another corner, the editors of Barron’s saw the Act’s major defect as its failure to deal with deposit insurance reform, which they regard as crucial.  The first sentence of Barron’s editorial was indicative of the reaction: “If Sen. Phil Gramm and Rep. Jim Leach are lucky, their names will not be remembered as long as Sen. Carter Glass and Rep. Henry Steagall.”  The editorial then went on to point out that Messrs. Glass and Steagall had long been remembered because of their connection with “one of the worst pieces of legislation in 20th century America” (Barron’s, November 1, 1999). 

          My assessment is that, on balance, something useful was accomplished by the enactment of the financial modernization legislation, but only at considerable potential cost.  Moreover, the job to be done has barely been started.  It was while thinking of this and pondering how to title this report, that a phrase out of World War II history came to mind.  The Battle of El Alamein, which took place in Egypt in the Fall of 1942, pitted British forces commanded by General Montgomery against the German and Italian troops commanded by General Erwin Rommel.  At that point, Britain had been at war with Germany for a little more than three years, but apart from several notable defensive successes those years had seen an almost unrelieved string of defeats.  The battle at Alamein was Britain’s first major victory, and it was greeted exuberantly by the English public.  The Prime Minister, Winston Churchhill, while giving fulsome praise to the British and Empire forces, nonetheless warned a prestigious London audience in November of 1942:  “Now this is not the end.  It is not even the beginning of the end.  But it is, perhaps, the end of the beginning” (Bartlett’s, 1980, p. 746).  And in fact the war would go on for another three years. 

          This report consists of four Sections.  The first describes briefly, almost in summary fashion, the key items included in S. 900, signed into law by President Clinton.  I made this decision primarily because it is clear that every major law firm, banker association, and consulting organization will be offering written materials as well as hosting conferences that will examine in explicit detail the many facets of the Act.  There is no need for me to attempt to do something similar, not only because I could not do it as well as most of these organizations but also because the essential story here is not what the enacted legislation says but, rather, how well the Act accomplished what it set out to do.  Thus Section II focuses on the key modernization objective, eliminating barriers to affiliations among the various financial industries.  Section III deals with some regulatory implications of the changes accomplished, while Section IV summarizes the discussion as well as identifying briefly several of the important tasks yet to be done.