All articles by Verdict Staff
Verdict Staff
Despite concerns over the economy, wealthy investors positive
The Spectrem Affluent Investor Household Outlook trended upwards in April gaining 3.04 points to 8.52. This number reflects a 6 month high and while it is not in bullish territory, it is in the upper real of the neutral category. The Household Outlook is a monthly survey of Affluent households attitudes regarding their own household income, their household assets, company health and the economy.
Dynasty Financial forms strategic relationship with Canadian wealth management firm
Dynasty Financial Partners, a network of independent investment advisors, with 17 firms across the US advising over $16 billion in client assets, has formed a strategic relationship with Richardson GMP, a Canada-based wealth management firm.
SEI extends outsourcing relationship with Edgewood Management
SEI, a provider of investment processing, fund processing, and investment management business outsourcing solutions, has extended its outsourcing relationship with Edgewood Management LLC.
Goldman Sachs Completes Global Atlantic Investment Offering Press Release
The Goldman Sachs Group, Inc. (NYSE: GS) today announced the closing of the private offering of shares of Global Atlantic Financial Group, which is the business formerly known as the Goldman Sachs Reinsurance Group.
Summit Investment Advisors changes name to Ameritas Investment Partners
Summit Investment Partners changed its name to Ameritas Investment Partners, Ameritas Investment Partners remains a wholly owned subsidiary of Ameritas Mutual Holding Company.
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Heartwood appoints new intermediary client director
Heartwood Investment Management, a division of Heartwood, has appointed Nick Hendy as its new intermediary client director.
Credit Suisse hires new heads for European investment banking arm
Credit Suisse has appointed Marisa Drew and Ewen Stevenson to lead European investment banking business.
FTI Consulting acquires Princeton Economics Group
FTI Consulting, the global business advisory firm dedicated to helping organizations protect and enhance their enterprise value, today announced that Compass Lexecon, LLC, a wholly owned subsidiary of FTI Consulting, has acquired Princeton Economics Group, a prominent economic consulting firm based in Princeton, N.J. Terms of the transaction were not disclosed.
BMO Harris Private Banking appoints a new vice-president for Quebec
BMO Harris Private Banking today announced the appointment of Alan Desnoyers as vice-president and managing director, Quebec.
TD Asset Management introduces Premium Series Offering to TD Target Return Funds
TD Asset Management Inc. (TDAM), the manager of TD Mutual Funds, today announced the launch of a new Premium Series for its TD Target Return Funds.