All articles by Verdict Staff
Verdict Staff
Investors would prefer online financial advice to save money post-RDR, research
A recent research by Prudential has revealed that 40% of people would preferably conduct an online fact find in order to save money post-RDR and that 25% would be interested in an online or telephone financial advice service if it would help in reducing costs.
Brooks Macdonald inks strategic alliance deal with Oval Financial Services
UK-based Brooks Macdonald Asset Management (BMAM) has entered into a strategic alliance with Oval Financial Services, a UK-based provider of financial advisory services.
Channel Islands signs TIEAs with EU member states
The Channel Islands have signed three tax information exchange agreements (TIEAs) with European Union member states.
First Foundation Advisors expands footprint in Los Angeles
US-based First Foundation Advisors, a provider of private banking services, has opened its sixth full service office in Los Angeles, Southern California as a part of its expansion strategy.
Guernsey signs tax information exchange agreements with Italy, Latvia
Guernsey has signed Tax Information Exchange Agreements (TIEAs) with Italy and Latvia, taking the total of TIEAs of Guernsey to 37, including 15 of the G20 members.
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Building out a boutique bank: James Fleming, Arbuthnot Latham
Moving from Coutts, one of the best known private wealth managers in Britain, to become CEO of boutique bank Arbuthnot Latham could be seen by many as a highly risky manoeuvre. Here James Fleming tells Nicholas Moody why hes excited about the shift and his plans for expanding in the UK and Switzerland.
Lessons from a life in wealth management: Michael Lagopoulos
Michael Lagopoulos, deputy chairman at RBC Wealth Management and a member of PBIs editorial advisory board, is to step down from the Canadian wealth manager on 31 October. One of the driving forces behind RBCs international expansion, he gives his expert view on more than 30 years in the industry and where he sees it heading.
UBS sued over sale of mortgage-backed securities in US
UBS has been sued by a US regulator for violating the federal and state laws through misrepresentations in the sale of mortgage-backed securities to two credit unions that later failed.
ASIC imposes conditions on Addwealth FS
The Australian Securities and Investments Commission (ASIC) has imposed additional conditions on the West Australian-based Addwealth Financial Services (Addwealth FS) after surveillance of its advice business.
RBC to continue investments for growth post-crisis
In an interview to On Wall Street, head of RBC Wealth Management, George Lewis said that though the third quarter witnessed the net income of RBC’s Wealth Management division shed US$56 million after having reaching US$212 million in the second quarter, the firm remains committed to making additional investments and taking an “ambitious growth platform.