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US, Hong Kong regulators ink cross-border cooperation agreement

  • 05,15,20,01,2017

The US Securities and Exchange Commission (SEC) has signed a memorandum of understanding (MoU) with the Hong Kong Securities and Futures Commission (SFC) to strengthen cross-border cooperation. read more

Deutsche Bank finalises $7.2bn settlement with DOJ over sale of toxic securities

  • 05,02,20,01,2017

Deutsche Bank has reached a $7.2bn final settlement with the US Department of Justice (DOJ) over the issuance and underwriting of residential mortgage-backed securities (RMBS) between 2005 and 2007. read more

Northern Trust net income rises 11% in Q4

  • 05,00,20,01,2017

Northern Trust has reported net income of $266.5m for the fourth quarter of 2016, up 11% compared to $239.3m in the corresponding quarter of 2015. read more

Rowan Dartington names chief risk officer

  • 04,57,20,01,2017

British wealth manager Rowan Dartington has appointed Marcus Adams as its chief risk officer. read more

AFH snaps up two UK advisory businesses

  • 04,51,20,01,2017

AFH Financial Group, a UK-based financial planning led wealth management firm, has acquired the assets of independent financial advisory (IFA) firms Aberdeen Wealth Management and Shield Direct. read more

Savills IM names Australia head of investment

  • 04,49,20,01,2017

Real estate investment manager Savills Investment Management (Savills IM) has appointed Lee Tredwell as its new head of investment in Australia. read more

Latest Special Reports More

UK financial advisors are quick to change their investment platforms

  • 00,00,13,01,2017

Nearly one in two UK financial advisors reviews their relationship with investment platform providers every year to encourage brand loyalty, writes Nicole Douglas, wealth management analyst at Verdict Financial read more

Transparency rules will drive growth of assets under management

  • 00,00,13,01,2017

A reform in management fees driven by Customer Relationship Model Phase 2 (CRM II) in Canada, and MiFID II in Europe will encourage the uptake of professional investment advice, writes Silvana Amparbeng, wealth management analyst at Verdict Financial. read more

ETFs/ETPs creeping up the popularity ladder among wealth managers

  • 16,13,9,01,2017

Bartosz Golba head of wealth management content at Verdict Financial comments on the rise of ETFs and ETPs read more

Latest Opinions More

The comeback-story of Personal Financial Management apps

  • 10,22,20,01,2017

PFM tools may have been beacons of hope for the retail banking industry but their untapped potential left many underwhelmed. But wealth managers have learned from the mistakes of retail banks and are turning the volume up on PFM apps, writes Nicole Douglas, wealth management analyst at Verdict Financial read more

UK advisors to benefit from erratic Brexit negotiations

  • 14,00,18,01,2017

In times of trouble good advice is all the more valuable. As the future of the market remains unclear despite the Prime Minister’s most recent speech, the latest numbers suggest wealth managers are going to benefit from further demand for professional investment advice, writes Bartosz Golba, head of wealth management content at Verdict Financial read more

Boosting cyber security and risk management practices: Are industry collaborations the best way?

  • 10,00,5,01,2017

Industry collaborations seem to be the most robust way to combat the emergence of new methods of financial crime that have created challenges for regulators, institutions and technology firms alike, writes Ouliana Smith, Head of Content at WealthInsight read more

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