All articles by Verdict Staff
Verdict Staff
Fewer than 40% of Arizonans surveyed have a financial plan: BMO Harris
Only 38% of Arizonans surveyed have a financial plan, yet majority say expert guidance is important to find investments at the right risk tolerance (66%), take advantage of tax breaks for certain investments (73%) and make sure investments are diversified (52%), according to a study by BMO Harris Financial Advisors.
Investor satisfaction with hedge fund performance is at highest recorded levels: Preqin
In November 2013, Preqin interviewed 148 institutional investors with a total of more than US$60 billion invested in hedge funds to ascertain their outlook on the industry for 2014.
AssetMark Trust Company adds CashAdvantage Lending to its range of services
AssetMark Trust Company, an affiliate of AssetMark has added The Bancorps CashAdvantage Lending to its range of services to provide easy access to cash.
Investment plans of wealthy investors: Spectrem
Wealthy investors plan to put their investible funds into equities in the next 12 months, according to a Spectrem report on investor asset allocation.
AllianceBernstein names new CEO for Australia, New Zealand
American asset manager AllianceBernstein has named Jen Driscoll as new CEO for its Australia and New Zealand operations.
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High-net-worth men and women agree on advisor qualities: Spectrem
Men and women don’t agree on everything, but when it comes to choosing a new financial advisor, male and female investors do have similar demands and requests from their advisor choices, according to a report by Spectrem Group.
Succession Advisory Services acquires Clay Rogers
Succession Advisory Services, a UK-based financial planning organization has acquired Clay Rogers and Partners, a financial planning advisory firm.
Strategists see a Year of Living Actively amid low-return markets: Russell annual outlook
Russell Investments has released its Annual Global Outlook from its global team of investment strategists, who offer their investment insights and economic forecast for 2014, as well as in-depth looks at key components of the global market.
First Names Group completes acquisition of Citadel Services in Luxembourg
First Names Group, an Isle of Man-based trust, fund and corporate services provider, has completed the acquisition of Luxembourg-based Citadel Services PSF Sàrl for undisclosed amount.
Canaccord Genuity selects Avaloq solution in UK
Canaccord Genuity Wealth Management has signed contracts for Avaloqs banking suite to realize its future growth plans.