All articles by Verdict Staff
Verdict Staff
LPL Financial enhances its institution services platform
LPL Financial has added Alliant Credit Union Retirement and Investment Services to its institution services platform and will provide comprehensive third-party brokerage, wealth management and trust services to the investment programs of banks and credit unions throughout the nation.
SAGE SA launches BlackSwan Financial Platform
Swiss-based SAGE SA, a financial software solutions company specializing in wealth management, has launched BlackSwan Financial Platform, which is a new addition to its suite of wealth management solutions.
Affluent consumers in China to hit 280 million by 2020: Study
A new study conducted by the consultancy Boston Consulting Group (BCG) has revealed that the total number of affluent consumers China is expected to hit 280 million by the year 2020.
Brooks Macdonald acquires Spearpoint
UK-based wealth management firm, Brooks Macdonald, has acquired Arch cru fund manager, Spearpoint.
Sovereign Investment Group appoints senior vice president
US-based independent wealth management firm, Sovereign Investment Group, has appointed Michael Koletar as a senior vice president of investments for its wealth management team, Financial Planning reported.
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MDM Bank appointshead of private bank division
Russia-based MDM Bank has appointed Sergey Borovikov as the vice-president and head of the private bank directorate.
Rathbones chooses Equipos and OpenText for multi-channel client communications
UK-based provider of discretionary investment management services, Rathbone Investment Management (Rathbones) has selected Equipos and OpenText in order to design, build and maintain the firm’s online and mobile client communications infrastructure.
Communication and clients
The need to enhance client service and communicate effectively is pivotal to a wealth manager’s ability to gain and retain clients. Today’s clients want more personal engagement, anytime-anywhere portfolio valuations and transparent reporting.
BMO Private Bank appoints new director of investments
BMO Private Bank has appointed Michael Arbet as the vice president, director of investments.
BRB Wealth Management acquires two IFAs
UK-based BRB Wealth Management has acquired two other independent financial advisers (IFAs) as part of its expansion plans.