All articles by Verdict Staff
Verdict Staff
Financial advice gap up five million in two years: ComPeer, JGFR study
Changes over the past two years in the structure of the financial advice market have resulted in some five million fewer people having a main financial services adviser, according to the Financial DIY report, jointly produced by ComPeer and JGFR.
RI Advice introduces online estate planning program for advisers
RI Advice Group, an Australian provider of financial advisory services, has introduced online estate planning program to its network of 170 advisers.
FINRA fines LPL Financial for supervisory failures
The Financial Industry Regulatory Authority (FINRA) has fined LPL Financial US$950,000 for supervisory deficiencies related to the sales of alternative investment products.
BankDhofar’s Islamic banking window partners with Ethica for training and certification
Maisarah Islamic Banking Services, the Islamic banking window of BankDhofar of Oman, has partnered with Ethica Institute of Islamic Finance to train its team members.
Apsley Specialty, PartnerRe partner to launch underwriting service for hedge funds
Ireland-based insurance provider Apsley Specialty has partnered with international reinsurer PartnerRe to launch an underwriting service for the hedge funds that are seeking to meet Alternative Investment Fund Managers Directive (AIFMD) regulations.
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ICBC approved as yuan clearing bank in Cambodia
Industrial and Commercial Bank of China (ICBC) has received approval from National Bank of Cambodia to work as yuan clearing bank in the country.
SunGard launches WealthStation PlanAdvisor
SunGard has launched WealthStation PlanAdvisor to help investment advisors and other plan fiduciaries serving qualified retirement plans grow their client base.
Bank of the West to launch wealth management business for super rich clients-report
San Francisco-based Bank of the West is reportedly set to launch ultra-high-net-worth (UHNW) business over the next 12 – 18 months.
Maxim selects Rogerscasey as investment consultant for its WealthIntroduction program
Maxim Group, a wealth management and investment banking firm, has selected Rogerscasey to provide manager diligence services for its WealthIntroduction program.
Standard Chartered names new CEO for Singapore
British banking major Standard Chartered Bank has named Neeraj Swaroop as its new CEO for operations in Singapore, effective 31 March 2014.