All articles by Verdict Staff
Verdict Staff
Demand for guaranteed income investments on the rise
NFP Advisor Services Group has revealed the results of a study that assesses independent financial advisors current position on guaranteed income as its own unique asset class and details their present and potential uses of the product.
Old Mutual Wealth Management to launch low cost RDR fund range
Old Mutual Wealth Management, the parent company of Skandia, is to launch a low cost fund range targeted at restricted advisers who want to build their own model portfolio service post RDR.
Asset inflows buoy pre-tax slump at BNP Paribas
BNP Paribas reported a 28% pre-tax income slump at its wealth and asset management divisions on a year-on-year basis.
Sanlam Private Wealth acquires three advisory firms
UK-based Sanlam Private Wealth has acquired three advisory firms, bringing in a combinedGBP75 million in funds under advice, reported IFAonline.
Kymin Financial Services to increase advisor headcount
UK-based IFA Kymin Financial Services is all set to increase its advisor numbers pre-RDR.
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CIBC acquires private wealth unit of McLean Budden
Canadian Imperial Bank of Commerce (CIBC) has acquired the private wealth management business of Sun Life Financial subsidiary MFS McLean Budden.
Gentry Wealth Management appoints advisors, plans further expansion
US-based wealth management firm, Gentry Wealth Management has appointed two wealth advisors to their office in Las Vegas, Nevada.
NBAD launches new investment services
The National Bank of Abu Dhabi (NBAD) has launched two new services, NBAD Bespoke Portfolio Service and NBAD Investment Advisory.
United Planners adds Broadridge’s Matrix Financial Solutions to its platform
US-based United Planners, a full-service independent broker and registered investment advisor (RIA) has added Broadridge’s Matrix Financial Solutions to its select qualified plan platform.
ASIC puts life ban on Morrison Carr director
Australian Securities and Investments Commission (ASIC) have permanently banned the director of financial services firm Morrison Carr, Dennis Cardakaris.