All articles by Verdict Staff
Verdict Staff
Praemium to snap up UK pension provider Wensley Mackay
Praemium, an Australian investment administration and financial planning technology firm, has agreed to acquire Wensley Mackay, a UK-based privately-owned Self-Invested Personal Pension (SIPP) provider.
BNP Paribas Investment Partners hires global head of sales
BNP Paribas Investment Partners, the asset management arm of French banking group BNP Paribas, has appointed James Dilworth to the newly created role of global head of sales.
CFTC adopts new rules to combat cyber vulnerabilities in financial markets
The US Commodity Futures Trading Commission (CFTC) has adopted new rules that require US exchanges, clearing houses, trade repositories and dealing platforms to frequently test their technology for cyber vulnerabilities.
Class collaborates with fintech startup Simply Wall St
Australian financial software firm Class has joined forces with Sydney-based investment technology start-up Simply Wall St to help advisors make better decisions.
United Community Financial to acquire Premier Bank & Trust
United Community Financial, a $2.1bn financial services firm headquartered in Youngstown, Ohio, has agreed to acquire Ohio Legacy, parent of Premier Bank & Trust, to expand presence in Akron and Canton Ohio.
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Half of Americans financially unprepared for future: Fifth Third Private Bank survey
Nearly half of the Americans have serious concerns that they may outlive their money in retirement, a survey commissioned by Fifth Third Private Bank (FITB) has found.
Tobam opens three news offices to expand global footprint
French asset management firm Tobam has expanded its global footprint by opening new offices in Zürich, Toronto and Dublin.
UBS Asset Management names head of ETFs Spain
UBS Asset Management has hired Pedro Coelho as head of UBS ETFs Spain.
Mattioli Woods acquires pension admin firm MC Trustees
Wealth management firm Mattioli Woods has acquired rival SIPP provider MC Trustees in a deal worth £2.2m.
Infocus Group launches national masterclass programme in Australia
Australia-based Infocus Group has introduced a national masterclass programme that will focus on client engagement, presentation and implementation of quality advice.