All articles by Verdict Staff
Verdict Staff
Barclays DPM service to be available on Elevate platform
The discretionary portfolio management (DPM) service of Barclays will henceforth be available on AXA Wealths Elevate platform.
TD Wealth appoints senior vice president and regional wealth leader
US-based TD Wealth, a provider of wealth management services has appointed John Leto as the senior vice president and regional wealth leader for the Metro New York Region.
AFH Financial Group secures funds for potential acquisitions
UK-based IFA firm AFH Financial Group has raised around GBP660,000 in order to fund potential acquisitions.
Wells Fargo appoints chief information security officer
US-based financial services firm Wells Fargo has appointed Rich Baich as the chief information security officer.
Sanlam Private Wealth acquires three advisory firms
UK-based Sanlam Private Wealth, a provider of wealth management services has acquired three advisory firms, bringing in a combinedGBP75 million in funds under advice, stated IFAonline.
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Speed of platform important to advisors, research
A research by independent financial research company Defaqto has revealed that while using platforms, advisors prioritize the speed at which new client applications are processed above any other aspect of service.
Coutts appoints head of derivative products
UK-based wealth manager Coutts has appointed Ben Hunt as the managing director, head of derivative products.
Guardian Wealth appoints financial planner and head of corporate services
UK-based IFA firm Guardian Wealth has appointed Michael Thraves as financial planner and head of corporate services.
Axa Wealth appoints COO for Elevate platform
UK-based Axa Wealth has appointed Nucleus COO, Andrew Smith as the chief operating officer for it Elevate platform.
LPL Financial adds Advantage Financial Group to its platform
LPL Financial has added Advantage Financial Group (AFG) to its platform, which has led to 63 AFG affiliated independent advisors transitioning their securities registrations from their current broker-dealer to LPL Financial, bringing client assets of approximately US$2 billion.