All articles by Verdict Staff
Verdict Staff
OneVue buys SMSF admin arm of Super Managers Australia
OneVue, a SMSF service provider, has acquired Australia-based self-managed super fund (SMSF) administration business Super Managers Australia, in a move to expand its services to tax and audit.
Financial Advisory models fragment in US fund market
As commission-based financial advisory practices are in retreat giving way to fee-based models and a heightened emphasis on client outcomes, emerging archetypes increasingly employed by financial advisors threaten the hold a select group of brand-name money managers have had in selling their funds in the US retail market, according to a whitepaper from Casey, Quirk & Associates.
CL Management Services and its director fined for unlicensed activities
The Eastern Magistrates Court fined CL Management Services and its sole owner and director Ms Clarea Au Suet Ming a total of $1.5m for unlicensed activities.
Succession acquires two advisory firms
Succession Advisory Services, a UK-based financial planning firm, has acquired two chartered financial planning advisory firms, which will increase Succession’s assets under management by £80m.
Al Baraka seeks to issue sukuk in South Africa, Pakistan
Baraka Banking Group, a Bahrain-based financial services organization, is reportedly planning to launch subordinated Islamic bonds through its South African and Pakistani operations.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Financial advisors overlook or misread fundamental client behavior: EY
Financial Advisors (FAs) and their clients in the Americas do not always see eye to eye when it comes to identifying key elements driving their relationship, according to EY’s third annual Wealth Management Survey, released.
Jupiter Asset Management seeking growth options in Scotland
Jupiter Asset Management, a UK-based firm, is outlining plans to tap Scotland wealth management market by establishing sales presence in the country.
Emirates NBD launches tablet-based financial planning app for wealth advisers
Emirates NBD, a banking giant in UAE, has introduced tablet-based financial planning solution, ‘Tablet Banking Service’ for its wealth management advisors and priority banking relationship managers.
M&G Investments hires new portfolio manager for European and global funds
M&G Investments has hired John William Olsen to manage two of its European and global funds, with effect from 1 July 2014.
S&P Capital IQ launches new business line
S&P Capital IQ, a business unit of McGraw-Hill Financial, announced the launch of S&P Credit Solutions, a new business line that enables investors to leverage the combined data, research and analytics capabilities of both Standard & Poors Ratings Services and S&P Capital IQ.