All articles by Verdict Staff
Verdict Staff
BlackRock, Thomson Reuters launch fixed income derived analytics
Thomson Reuters and BlackRock, Inc., have reached an agreement to create and distribute a set of fixed income derived analytics from BlackRock Solutions, which provides risk analytics, investment systems and advisory services.
How enterprise social networking can change the way financial industries communicate
Social media has changed the way we communicate in our personal lives, and it has begun to change the way we communicate professionally too. Historically, financial services firms have been amongst the slowest adopters of new technologies.
Broker and advisor sentiment return to pre-crisis levels: study
A recent study by Fidelity Investments has revealed that the broker and advisors sentiment have returned to pre-crisis levels and that gen X/Y, female, teamed and fee-based advisors are poised for growth.
SocGen sells Canadian WM Group to Fiera Capital
Societe Generale Private Banking (SGPB) has sold the Canadian subsidiary it bought in 2008, Canadian Wealth Management Group (CWM), to Fiera Capital Corp, for an undisclosed amount.
Wealthy investors considers changing advisors, research
A research by US-based Phoenix Marketing International (Phoenix) has revealed that about one-third of affluent individual investors anticipate making a change with their account, brokerage relationship, or financial advisor in the next month.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
European equities is the most sought after asset class, survey
The recent survey by Schroders plc has revealed that European equities are currently viewed as the most attractive investment class, with 41% of the survey respondents having said that they intend to increase their clients asset allocation to this sector by the end of the year.
Coutts appoints managing director
UK-based Coutts, a provider of private banking and wealth management services, has appointed Michael Mount as the managing director within its international business in the UK, with immediate effect.
High satisfaction among advisors who outsource investment management, survey
A recent survey of financial advisors carried out by Northern Trust Corporation (Northern Trust) has revealed that outsourcing helps them achieve productivity and profitability, with 64% saying it gave them more time to spend with clients and 60% saying it gave them the ability to develop a more consistent investment management process.
Estancia Capital Management acquires stake in Spruce Private Investors
US-based Estancia Capital Management, LLC has acquired a minority, non-controlling interest in the wealth management firm Spruce Private Investors, LLC (Spruce).
GenSpring Family Offices appoints new CEO
GenSpring Family Offices, the multi-family office affiliate of SunTrust Banks, Inc., has appointed Thomas Carroll as its new CEO.