All articles by Verdict Staff
Verdict Staff
Sanlam launches risk rated SRI portfolios
UK-based financial services company, Sanlam has launched a range of risk rated socially responsible investment portfolios (SRIs), IFAonline reported.
FSA to ban promotion of UCIS and similar products
UK-based regulator of financial services, Financial Services Authority (FSA) is proposing a move to ban the promotion of Unregulated Collective Investment Schemes (UCIS) and similar products for the retail investors in the UK.
Ameriprise appoints $100 million-plus advisors teams
US-based financial services company, Ameriprise Financial has appointed advisor teams that are worth more than US$100 million, Financial Planning stated.
Succession Group acquires five IFA firms
US-based independent wealth manager Succession Group has acquired five IFA firms and has launched a new wealth management brand, Succession Wealth Management.
Morgan Stanley expands US advisor base
As a part of expanding its US advisor base, Morgan Stanley Smith Barney has appointed seven advisors who had managed around US$1 billion in client assets.
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Savant Capital Management appoints new CFO
US-based Savant Capital Management, an integrated wealth management firm has appointed Daniel Rezin as its new CFO.
Investment Administration Services chooses SS&C’s Global Wealth Platform
Australia-based Investment Administration Services (IAS) has renewed its strategic relationship with SS&C through the use of SS&C’s Global Wealth Platform in order to support its managed account functionality to Australian wealth managers.
Advent, RedBlack to offer rebalancing solution
Advent Software, a US-based provider of software and services for investment management industry, and RedBlack Software, also a provider of portfolio rebalancing software for the investment management industry, have entered into an alliance agreement to offer rebalancing solution for investment management professionals.
Platform providers dismiss the 2-year RDR grace period
Platform providers have rejected the 2-year RDR grace period claims that has been given by the Tax Incentivized Savings Association (Tisa), FT Adviser stated.
Bank of England to address LIBOR concerns
The Bank of England has said that the regulatory changes that are set to come by 2012 will address some of the concerns related to the recent LIBOR scandal.