All articles by Verdict Staff

Verdict Staff

Dynasty Financial partners with Concentus Wealth Advisors for wealth management services

Concentus Wealth Advisors has partnered with Dynasty Financial Partners to leverage the latter’s platform of integrated wealth management services and technology.

LGT Group selects Surecomp’s latest trade finance solution

LGT Group, a Liechtenstein-based private banking and asset management group, has selected Surecomp’s DOKA 5 trade finance system.

ETFs, ETPs listed in Europe received net inflows of US$5.4billion in January 2014: ETFGI

ETFs and ETPs listed in Europe received net inflows of US$5.4 billion in January 2014, according to findings from ETFGI’s January 2014 Global ETF and ETP industry insights report.

Laven Partners announces new Tax Compliance Desk with a FATCA compliance service

Laven Partners FATCA Compliance solution addresses the need for FATCA implementation ahead of the 25 April deadline.

Fidelity Investments appoints new asset management head

Fidelity Investments, a US-based fund-manager, has appointed Charles Morrison as new president of asset management, replacing Ron O Hanley, who will quit the firm at the end of this month.

US Treasury releases last substantial rules package to combat offshore tax evasion

The US Department of the Treasury and Internal Revenue Service (IRS) has released the last substantial package of regulations necessary to implement the Foreign Account Tax Compliance Act (FATCA).

Moss Adams appoints chief investment officer

Moss Adams Wealth Advisors has announced that John de Carvalho has joined the firm as its chief investment officer.

U.S. Capital Advisors appoints new managing director

U.S. Capital Advisors (USCA) has appointed Mark Casey as new managing director.

Hedge funds unscathed from rising doubts on emerging, global growth and central banks: Lyxor

The Lyxor Hedge Fund Index was down only -0.4% in January, outperforming the MSCI World down -3.8%.

CFTC revokes registrations of Veruus Wealth Management

The US Commodity Futures Trading Commission (CFTC) has announced that the CFTC has revoked the Commodity Pool Operator (CPO) and Commodity Trading Advisor (CTA) registrations of Veruus Wealth Management, a Colorado limited liability company located in Denver, Colorado.