All articles by Verdict Staff
Verdict Staff
IMCA publication focuses on wealth transfer and taxation
Top tax rates are on the rise and financial advisors need to consider tax-smart investment strategies to help investors maximize after-tax return, according to a recent article published by Investment Management Consultants Association (IMCA) in its bimonthly, peer-reviewed magazine, Investments & Wealth Monitor.
Citigroup appoints new board member
Citigroup has appointed Duncan Hennes as a new independent director to its board.
ANZ appoints new private banking head for Australia
Australia and New Zealand Banking Group (ANZ) has appointed Mike Norfolk as new head of private banking for Australia.
European Union to implement tighter rules to fight tax evasion
The European Union (EU) plans to implement more stringent measures next year to clamp down on tax evasion.
Millionaires want estate planning advice: Spectrem
Spectrem’s Millionaire Investor Relationship with Advisors – shows while only about one-fourth of all Millionaires currently received information from their advisor on long-term care or estate planning, another 23% of millionaires want to get that information from their advisor in the future.
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SSgA appoints new head of global defined contribution research and product development
State Street Global Advisors (SSgA) has appointed Mark Fortier to managing director, head of global defined contribution research and product development.
RBS to pay US regulators US$100 million for Iran sanctions violations
Royal Bank of Scotland (RBS) has agreed to pay US regulators US$100 million for violating US sanctions against Iran, Sudan, Burma, and Cuba.
Isle of Man delays start date of its RDR to February 2014
The start date of the Isle of Man’s Retail Distribution Review has been postponed to 1 February 2014 from 1 January 2014.
The IFSB admits six organisations into its membership
The Council of the Islamic Financial Services Board (IFSB) has resolved to approve the application of Indonesia Financial Services Authority, to join as a Full Member of the organisation.
Santander to buy HSBC’s stake in Bank of Shanghai
Spanish lender Banco Santander has agreed to buy HSBC’s 8% stake in Bank of Shanghai as part of its strategy to increase its presence in Asia.