All articles by Verdict Staff
Verdict Staff
Federation Alliance, Australian Unity partner to launch new investment platform
Federation Alliance and Australian Unity Investments (AUI) have partnered to introduce a new non-aligned investment platform.
China to sign multilateral tax convention
China is joining the group of more than 50 developed and developing countries, including all G20 members, which are signatories to the Convention on Mutual Administrative Assistance in Tax Matters, according to OECD.
Stifel Financial plans to shut down Canadian operations
US-based brokerage and investment banking firm Stifel Financial is planning to shut down its Canadian operations in Toronto and Calgary.
Filling out forms no longer a pain in the app for busy advisors
TD Ameritrade Institutional1 offers advisors relief and becomes the first custodian to offer Laser App Anywhere, cloud-based technology that auto-fills form and eliminates the need to enter and re-enter information such as client addresses and phone numbers.
UK prosecutors join US probe of JPMorgan ‘London Whale’ loss
The UKs anti-fraud prosecutor, Serious Fraud Office (SFO) is liaising with US counterparts in their investigation into the US$6.2 billion losses incurred at JPMorgan Chase in 2012 by a trader dubbed as the ‘London Whale’.
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Ex-Axa executive launches new venture to help UK advisors with tech support
Richard Leeson, a former sales and marketing director at Axa Wealth International, has launched a new business, Adviser Advocate, to help UK and international financial advisors with technical support, International Adviser reported.
Morgan Stanley loses one adviser team to UBS but adds two – report
Morgan Stanley has added two teams of brokers in offices in Ohio and North Carolina and lost a high-producing team in Morristown, New Jersey, to UBS, according to Reuters.
Envestnet integrates HiddenLevers application onto its platform
Envestnet, a provider of unified wealth management technology and services to investment advisors, has integrated the HiddenLevers application into its unified wealth management platform.
China Merchants Bank gets nod to increase stake in China Merchants Fund
China Merchants Bank has secured approval to acquire the 21.6% stake held by ING Asset Management in China Merchants Fund Management (CMFM).
FE Adviser Fund Index rebalances as IFAs favour UK stock market
Financial advisers are becoming increasingly bullish on the UK stock market’s prospects as the domestic economy shows signs of improvement, according to FE.