All articles by Verdict Staff
Verdict Staff
LPL Financial adds Granite Financial Group to its RIA custodial and broker-dealer platforms
LPL Financial has announced that Granite Financial Group has joined the LPL Financial broker-dealer and RIA custodial platforms as an independent hybrid RIA firm.
Global ETF and ETP assets reached US$2.4 Trillion at the end of 2013: ETFGI
US$24.5 billion net inflows in December and positive market performance pushed assets in the global ETF/ETP industry to a new record high of US$2.4 trillion at year-end 2013, according to preliminary findings from ETFGI’s global ETF and ETP industry insights report.
AXA IM unveils new multi-asset income fund
AXA Investment Managers (AXA IM) has unveiled a new Luxembourg-domiciled multi-asset income fund for investors across all asset classes.
BlackRock appoints new research head
BlackRock has named Oisin Crawley as the new head of research in its Asian fundamental equity team.
Young millionaires not fully aware of multiple providers available: Spectrem
Young Millionaires are not aware of all of the multiple providers they have available to them in terms of receiving financial advice, a Spectrem study of wealthy investors reveals.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
UBS not looking at investment bank spin-off, says CEO
UBS CEO Sergio Ermotti has said that the bank is not looking at disposing of its investment banking business to meet regulatory demands to hold more capital, Bloomberg reported.
SKAGEN Funds appoints new portfolio manager
Skagen Funds has appointed Johan Swahn as a new portfolio manager for the 5.6 billion Skagen Global fund team, effective from 10 March 2014.
SEC announces new date for compliance with final municipal advisor registration rules
The Securities and Exchange Commission has announced that compliance with the final municipal advisor registration rules will not be required until July 1, 2014, the date on which the first set of municipal advisors will be required to register under the final rules.
Investors pull out hedge funds at fastest rate in four years: Reports
Investors have, reportedly, pulled out money from hedge funds at the fastest rate since more than four years in December 2013.
Davy to acquire Square Seven Financial Planning
Davy Private Clients is set to acquire Northern Irish wealth management firm, Square Seven Financial Planning, for an undisclosed sum.