All articles by Verdict Staff
Verdict Staff
Many UAE investors do not seek professional financial advice, study
The latest Friends Provident International (FPI) Investor Attitudes Report shows that UAE investors do not take appropriate professional financial advice when planning their investments.
Consumers want more personalized access to financial services: Study
According to the recent findings by Cisco IBSG Omnichannel Banking Study, consumers want banks to deliver financial advice and banking services through both virtual and physical channels that can be most convenient and personalized to their needs.
Advisors confused over independent versus restricted advice, survey
The annual wealth management survey from Financial Times has revealed that major wealth management firms are confused over whether they will offer independent or restricted advice post-RDR.
Interactive Data, Scivantage to develop web-based wealth management workstation
Interactive Data Corporation, a provider of market data solutions for wealth management firms, and Scivantage, an independent financial technology provider, will launch an enterprise web-based workstation for wealth management professionals.
Mediant Communications launches software application for financial advisors
US-based Mediant Communications, an investor communications software and services company, has launched a new software application for financial advisors called Mediant Advisor Mailbox.
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Jefferson National, CAPTRUST to launch five new asset allocation models
Tax-deferred investment solution firm Jefferson National Partners has entered into partnership with an investment advisory firm, CAPTRUST to launch five new asset allocation models.
Interactive Data, Scivantage to launch web-based wealth management workstation
Interactive Data Corporation, a provider of market data solutions for wealth management firms, is expanding its relationship with Scivantage, an independent financial technology provider, to launch an enterprise web-based workstation for wealth management professionals.
RPG launches platform for wealth management
A new educational platform for planning and wealth management has been launched by RPG-Life Transition Specialists, formerly known as Retirement Planning Group.
Mirabaud hires former BlackRocks Tubbs to start EM fund
Mirabaud Asset Management has hired the former co-head of BlackRocks global emerging markets team to head a long-only UCITS fund domiciled in Luxembourg.
Private Bank of Buckhead to open second Atlantic office
Atlanta-based Private Bank of Buckhead plans to open its second office in the region, with the State regulators approving the opening of the Private Bank of Decatur in early 2012 and Federal Deposit Insurance Corporation having recently given its nod.