All articles by Verdict Staff
Verdict Staff
CI Financial to acquire majority stake in Australias GSFM
Canadian wealth manager CI Financial has agreed to acquire an 80% share in Australia-based Grant Samuel Funds Management (GSFM) for an undisclosed amount.
AZ Next Generation Advisory to buy On-Track Financial Solutions
AZ Next Generation Advisory (AZ NGA), part of Italian asset manager Azimut Group, has agreed to acquire On-Track Financial Solutions, a Perth, Australia based financial planning firm, for about A$5.8m.
Avoka launches new digital sales platform for financial institutions
Avoka, an Australia-based developer of cloud-based digital business platform, has launched Transact Insights, a real-time analytics module designed to improve wealth management customer acquisition.
US advisers concerned about regulatory and political developments
American financial advisers were most concerned about regulatory and political developments in third quarter of 2016, according to the latest Fidelity Advisor Investment Pulse study.
PagnatoKarp collaborates with Fidelity to offer family office services
Family wealth advisory firm PagnatoKarp has partnered with Boston-based Fidelity Investments to offer expanded family office services to its UNHW customers.
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Australia and Ontario securities watchdogs ink fintech support deal
The Australian Securities and Investments Commission (ASIC) and the Ontario Securities Commission (OSC) have signed an agreement to support innovative financial technology companies in the two markets.
ING Group net profit surges 27% in Q3
Dutch banking group ING Group has reported net profit of 1.35bn for the third quarter of 2016, a surge of 26.8% from 1.06bn in the year ago period.
Credit Suisse posts profit in third quarter
Swiss banking giant Credit Suisse Group has posted net income attributable to shareholders of CHF41m in the third quarter of 2016, down 95% compared to CHF779m in the year ago quarter.
Sarasin & Partners hires global equities head
UK-based asset manager Sarasin & Partners has named Jeremy Thomas as its new head of global equities.
Crossbridge Capital launches digital advisory platform in Singapore
Investment advisory firm Crossbridge Capital has launched a digital advisory platform for accredited investors living in Singapore.