All articles by Verdict Staff
Verdict Staff
Credit Suisse sells US$5 billion worth bonds after guilty plea
Swiss banking major Credit Suisse has sold bonds worth US$5 billion only days after pleading guilty to charges that it helped US citizens evade tax.
US wealth manager Aspiriant names new CIO
Aspiriant, a US-based wealth management firm, has hired John Allen as new chief investment officer.
The best financial planning strategies for client satisfaction
Spectrem Groups perspective, How Financial Advisors Can Increase Client Satisfaction and Loyalty, shows that with every planning strategy offered to a client, satisfaction in the advisor goes up.
Liquid signs marketing agreement with ConvergEx Prime Services
Liquid Holdings Group has entered into a joint marketing agreement with ConvergEx Prime Services, the prime services division of ConvergEx Group.
Wells Fargo Advisors poaches six financial advisors from rivals
Wells Fargo Advisors, the financial advisory division for independent advisors of Wells Fargo, has reportedly hired half-dozen financial advisors from Morgan Stanley, Merrill Lynch and UBS.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Nearly 40% of Canadian financial advisors interact with clients via social media: EY survey
Financial advisors and their clients do not always see eye to eye when it comes to identifying key elements driving their relationships, according to EY’s third annual Wealth Management Survey: closing the gap.
Hong Kong’s SFC reprimands and fines Deutsche Bank for regulatory breaches
The Securities and Futures Commission (SFC) of Hong Kong has reprimanded and fined Deutsche Bank Aktiengesellschaft (Deutsche Bank) $1.6 million for regulatory breaches and internal control failings.
Manning & Napier acquires 2100 Xenon Group
Manning & Napier has completed the purchase of 2100 Xenon Group, an alternative investment firm specializing in managed futures and global macro strategies for institutional and individual clients for an undisclosed sum.
Bennelong Funds Management restructures leadership team
Bennelong Funds Management (BFM) has restructured its leadership team by hiring Mike Pratt as new chairman replacing Bruce Loveday.
Focus Financial Partners establishes Quadrant Private Wealth
Focus Financial Partners, an international partnership of independent, fiduciary wealth management firms, has launched Quadrant Private Wealth, an independent registered investment advisor.