All articles by Verdict Staff
Verdict Staff
HMRC to net £3bn in taxes from Liechtenstein
The UK tax authority said that, since the signature of the Liechtenstein Disclosure Facility (LDF) in August 2009, 2,400 people have come forward to disclose the assets held in the European Principality, going well beyond HMRCs initial expectations
BNP Paribas implements investment advisory services model in Poland
Using a model that is unique in the Polish market, BNP Paribas Bank Polska has started providing investment advisory services.
Towry appoints head of advice policy team
Independent Financial Advice and Investment Management firm Towry has made two senior appointments in its advice policy team.
Participatory Notes pulled out from Indian markets
In less than three months since March, investments made by foreign investors in India worth US$20 billion have been pulled out of the markets due to fear of getting caught in the government’s taxation net.
Firms may refer to restricted advisors post RDR
The Financial Services Authority (FSA) has stated that post the implementation of Retail Distribution Review (RDR) rules, the firms which refer clients to restricted advisers for retail investment advice will not have their independence threatened.
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VelocityCapital Management launches VelocityShares
VelocityCapital Management, a US-based financial service provider to both retail and HNW clients has launched a new tail-risk hedge product, VelocityShares.
Lincoln Financial partners with EAGiL Financial Group
Lincoln Financial Advisors, an affiliate of Lincoln Financial Group, has entered into partnership with EAGiL Financial Group, LLC, a national corporate and personal financial planning firm.
UBS introduces small business advisory program in Chicago
UBS Wealth Management Americas (UBS WMA), together with the Chicagoland Chamber of Commerce, has introduced Elevating Entrepreneurs, a UBS Small Business Advisory Program in the Chicago metropolitan area.
Wealth managers focus on realty advisory business
In the wake of average performance by equities, wealth managers are expanding their focus on real estate as the sector still offers a return of 10-12%.
EquiSoft launches wealth management software suite for financial advisors
EquiSoft, a software consulting firm, has launched WealthElements, a customizable, fully-integrated suite of wealth management tools designed to help financial advisors create wealth management proposals for their clients and prospects.