All articles by Verdict Staff
Verdict Staff
Pershing expands donor-advised funds platform available to advisors
Pershing, a BNY Mellon company, has expanded its philanthropic solutions for advisors at independent broker-dealers and registered investment advisors available through NetX360®, its technology platform for advisors.
BNPP IP hires new head of Asia-Pacific investment specialists
BNP Paribas Investment Partners (BNPP IP), the asset management business of the BNP, has hired Pieter Oyens as head of Asia-Pacific investment specialists.
Men 58% more likely to drive financial advisor relationships: Fidelity
Fidelity Investments released new insights from its 2013 Couples Retirement Study on the retirement expectations and preparedness of couples who work with financial advisors.
HMRC generates £20.7 billion from tax avoidance clampdown: UHY Hacker Young
The UKs HM Revenue & Customs (HMRC) has raised £20.7 billion from work on tax avoidance and evasion in 2012/13, according to accountancy group UHY Hacker Young.
Tax revenues continue to rise: OECD
Tax revenues continue bouncing back from the low levels reported in almost all countries during 2008 and 2009, at the height of the global economic crisis, according to new OECD data in the annual Revenue Statistics publication.
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BNY Mellon strengthens wealth management team in key US markets
BNY Mellon has strengthened its wealth management team in Chicago, Seattle and Palm Beach Gardens, Florida with new hires.
BofA Merrill Lynch Fund Manager survey finds strong global economic sentiment for 2014
Investors enter 2014 optimistic about the global economy and outlook for Japanese and European equities, according to the BofA Merrill Lynch Fund Manager Survey for December.
ANZ names David Gonski as chairman
Australia and New Zealand Banking Group (ANZ) has appointed David Gonski as its next chairman, succeeding John Morschel in May 2014.
Malta signs FATCA agreement with US
Malta has signed a FATCA intergovernmental agreement with the US to discourage offshore tax abuses.
Citi signs municipal distribution agreement with UBS Financial Services
Citi and UBS Financial Services have signed a municipal distribution agreement, which will provide Citi’s municipal clients with access to the UBS Wealth Management Americas network of more than 7,000 financial advisors.