All articles by Verdict Staff
Verdict Staff
TIGER 21 establishes new Chicago group
TIGER 21, a US-based peer learning network for high-net-worth investors, has established a new Chicago group, bringing the number of cities across North America with a TIGER 21 presence to 15.
SEC announces fraud charges against two Florida-based investment advisers
The Securities and Exchange Commission has charged two Tampa-area investment advisers accused of committing fraud by failing to truthfully inform clients about compensation received from offshore funds they were recommending as safe investments despite substantial risks and red flags.
Credit Suisse Group to evolve its legal entity structure
Credit Suisse plans to evolve the Groups legal entity structure. The program addresses developing and future regulatory requirements.
Pershing enhances NetX360 platform with additional third-party technology integrations
Pershing, a BNY Mellon company, has made several enhancements to NetX360, its technology platform for advisors.
Raymond James lures US$1 billion advisory team from Morgan Stanley
Raymond James Financial has lured a Georgia-based team of two financial advisors from Morgan Stanley that managed nearly US$1 billion in client assets.
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Canoe Financial, JP Morgan team up to launch two new mutual funds
Canada-based Canoe Financial has joined forces with JPMorgan Asset Management (Canada) to launch two new mutual funds for its investors.
Standard Life Wealth to be merged into Standard Life Investments
Standard Life Wealth will be into Standard Life Investments (SLI) effective 1 January 2014, subject to FCA approval.
UK may impose capital gains tax on sale of foreign-owned property
Britains deputy prime minister Nick Clegg has revealed that the Government is mulling to impose capital gains tax (CGT) on sale of British property by overseas nationals and expats.
Barclays expands Beyond Benefits business development team
Barclays has appointed James Brincat to the business development team of its Beyond Benefits offering launched in September this year.
GenSpring expands resources of family governance and education teams
GenSpring Family Offices, a US-based wealth management firm, has expanded the resources of its family governance and education teams, to meet the growing demand for these services from client families.