All articles by Verdict Staff
Verdict Staff
Bankable assets rose to EUR29 trillion worldwide in 2012: New Roland Berger report
After the recent financial and economic crisis, the wealth management sector has now recovered: Bankable assets rose to EUR29 trillion worldwide in 2012, a year-on-year increase of almost 8% – and this upward trend will continue, according to the study by New Roland Berger
Adams Hall Wealth Advisors launches subsidiary to offer personalized financial advice
Adams Hall Wealth Advisors has launched new subsidiary, FirstPoint Financial, to offer clients with access to personalized financial advice and planning.
TD Asset Management announces portfolio adviser change for TD International Growth Fund
TD Asset Management (TDAM), the manager of TD Mutual Funds, has made a portfolio adviser change for the TD International Growth Fund (the ‘Fund’).
Paradigm receives FCA approval to sell its adviser network
Paradigm Financial Advisers (PFA) has finally received the regulatory approval from the FCA for the sale of its adviser network to Caerus Capital Group.
E Fund Management launches cross-border RQFII ETF
E Fund Management, the Hong Kong subsidiary of E Fund Management, has launched the E Fund CES China 120 Index ETF on the Hong Kong Stock Exchange.
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Two-thirds of advisors don’t have succession plans in place: Fidelity research
Fidelity Institutional Wealth Services, a division of Fidelity Investments, has unveiled new research from the 2013 Fidelity RIA Benchmarking Study that found two-thirds of participating firms (67%) reported they don’t have a succession plan ready for implementation.
New Initiatives to strengthen China-Singapore financial cooperation
Singapore and China agreed on new initiatives to strengthen cooperation on financial sector development and regulation.
Northstar Wealth Partners expands advisory team
Northstar Wealth Partners (NSWP), a Connecticut-based wealth management firm, has added Elizabeth Milardo to its wealth advisory team.
PMI, AAM to partner to offer information on investments in emerging markets
The Pensions Management Institute (PMI) and Aberdeen Asset Management (AAM) will team up to offer information and guidance to the industry regarding investing in emerging markets.
Mark Carney plans strategic review of BoEs resources and priorities
Mark Carney, the new Governor of the Bank of England has hired consultancy firms McKinsey and Deloitte to head a strategic review of the bank’s resources and priorities.