All articles by Verdict Staff
Verdict Staff
Envestnet | Tamarac collaborates with Schwab
Envestnet | Tamarac, a provider of integrated web-based portfolio and client management software for independent advisors and wealth managers, will collaborate with Schwab Intelligent Technologies to provide an integrated data and reporting solution for advisors using Schwab OpenView GateWay and Envestnet | Tamarac’s Advisor Xi Suite.
Majority of Middle East HNWI view failure positively: Report
According to the latest report in the Barclays Wealth Insights series entitled “If at First You Dont Succeed Mapping Global Attitudes to Adversity,” 91% of Middle East high HNWIs agree that viewing failure positively is essential for an economy to grow, compared to 74% globally.
QNB acquires 77% stake in Societe Generales Egyptian arm
Qatar National Bank (QNB) has acquired a 77.2% stake that is valued at about US$2.8 billion in Cairo-based National Societe Generale Bank (NSGB) and the deal is likely to be completed next week.
Focus Financial Partners launches succession planning solution
Focus Financial Partners, LLC, an independent wealth management firms having over US$52 billion in client assets, has launched an industry wide succession planning solution for independent Registered Investment Advisors (RIAs).
Advisor Software inks strategic deal with Redtail Technology
Advisor Software, Inc. (ASI), a provider of wealth management solutions for the financial advisor market, has signed an agreement with Redtail Technology, Inc. (Redtail), a provider of client management solutions for financial professionals, in order to provide access to ASI’s unique quick planning tools.
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JP Morgan to launch discretionary portfolio service
JP Morgan Asset Management is all set to launch an actively-managed discretionary portfolio service and a fund of funds range.
C. Hoare & Co. chooses WIRESPLUS as its regulatory reporting solution
C. Hoare & Co., a UK-based private bank, has chosen Whistlebrook’s WIRESPLUS as its new regulatory reporting solution for COREP, FINREP, FSA and BoE reporting.
Sanlam Private Investments expands business team
UK-based Sanlam Private Investments (SPI) has appointed Bruce Ely-Johnston as the head of business development with effect from 13 November 2012.
Envestnet enters into a strategic partnership with Sterne Agee
US-based Envestnet, Inc., a provider of technology-enabled wealth management solutions for investment advisors, has entered into a strategic partnership with Sterne Agee, a privately-owned investment banking and brokerage firms, on providing hybrid platform for advisors.
Most advisors to recommend tactical and alternative investments in 2013: Survey
A large number of financial advisors are likely to recommend tactical and alternative investments in 2013, according to a survey conducted by CMG, an SEC registered investment advisor.