All articles by Verdict Staff
Verdict Staff
AFH snaps up Lancashire-based IFA David Rushton Associates
Wealth management firm AFH has acquired Lancashire-based independent financial advisory business IFA David Rushton Associates.
Credit Suisse unveils further cost cuts and lowers profit targets
Swiss private banking giant Credit Suisse has pledged to cut costs by another CHF1bn ($993.6m) and lowered profit goals to cope up with challenging market conditions.
Dynamo Software launches Singapore office
Dynamo Software, a provider of asset management software for the alternative investment industry, has set up an Asia-Pacific (APAC) sales and client service office in Singapore.
Greenspoon Marder introduces new wealth, asset planning practice group
American law firm Greenspoon Marder has introduced a new international wealth and asset planning practice group that will guide customers in developing and implementing asset protection and wealth management strategies.
Compliance, fee compression key concerns for advisers: SEI
Compliance issue, fee compression, and an increased investment in technology are the key concerns for financial advisers going into 2017 ahead of the implementation of the US Department of Labor (DOL) fiduciary role, according to a SEI report.
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BMO Financial wealth arm net income rises 15% in Q4
BMO Financials wealth management unit has reported net income of C$279m for the fourth quarter of fiscal 2016, a jump of 15% from C$243m in the year ago quarter.
Over 55s increasingly targeted by investment fraudsters: FCA report
Recent pension freedoms and low interest rates with poor savings returns are making consumers aged more than 55 years an increasing target for investment fraudsters, according to a research by the Financial Conduct Authority (FCA).
Franklin Templeton to unveil new long-short credit fund
Franklin Templeton Investments is set to roll out a new multi-manager credit fund.
Prestige Fund Management expands Cayman operation with new hire
Prestige Fund Management (PFM), a Cayman-based investment management company, has appointed Peter Anderson as a director.
Saxo Bank signs white label agreement with Chinese fintech firm Phoenix Finance
Danish multi-asset service provider Saxo Bank has signed an agreement with Chinese financial technology firm Phoenix Finance to form a white label partnership.