All articles by Verdict Staff
Verdict Staff
AXA Wealth launches new investment app
AXA Wealth has unveiled a new investment app for clients wishing to check investments portfolio on the move.
Money Concepts International picks SIGNiX for its secure electronic signature service
SIGNiX has announced that Money Concepts International, a Florida-based wealth management and financial planning firm, will use SIGNiX’s electronic signature service to streamline its client onboarding process.
Wells Fargo introduces Wells Fargo Advantage Alternative Strategies Fund
Wells Fargo Advantage Funds has announced the introduction of an alternative fund employing similar strategies used by institutional-quality hedge fund managers.
Invesco Perpetual’s UK equities trio quit to join Woodford
A trio of fund managers have left Invesco Perpetual to join Neil Woodford’s new venture, Woodford Investment Management.
Raymond James lures advisory team from Wells Fargo
Raymond James Financial has lured a team of two financial advisers from Wells Fargo that managed over US80 million in client assets to open a new Santa Barbara office.
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Durbin Bennett adds new partners and announces growth initiatives
Durbin Bennett Peterson Private Wealth Management, an independent and privately owned registered investment advisory (RIA) firm, has added new equity partners, Matthew Jachimiak and Paul Lueb.
State Street appointed by Marketfield for first Irish AIFMD alternative investment fund
State Street Corporation has been appointed by Marketfield Asset Management to provide depositary, fund administration, regulatory reporting, risk reporting and liquidity monitoring services for their Marketfield Dublin Fund.
SmartStream and SEI partner to develop new reconciliations utility
Financial transaction lifecycle management specialist, SmartStream Technologies, has boosted its partnership with SEI, an asset management provider, to build and deploy a new platform for SEI’s wealth management clients.
RCS Capital closes purchase of Cetera Financial Group
RCS Capital has completed its previously announced takeover of the Cetera Financial Group, an independent broker-dealer in the US, from affiliates of Lightyear Capital for US$1.15 billion in cash.
SWIFT launches Compliance Analytics services to manage financial crime risk
SWIFT has launched Compliance Analytics, a new business intelligence tool in its compliance services suite that will help banks monitor and address financial crime risk.