All articles by Verdict Staff
Verdict Staff
TD Ameritrade Institutional launches thinkpipes platform
US-based TD Ameritrade Institutional has launched a trading platform for advisors called thinkpipes(R) platform that will provide advisors with in-depth analytics and streaming market data.
Nationwide Financial launches INCOME Promise Select
Nationwide Financial has introduced INCOME Promise Select, which is a new fixed immediate annuity product that provides guaranteed income with flexibility.
Brooks MacDonald increases discretionary funds to GBP3.5 billion
UK-based wealth management group, Brooks MacDonald, has raised its discretionary funds under management to GBP3.5 billion as of 31 March 2012.
Singapore scraps permanent residency scheme for wealthy
Singapore has scrapped the Financial Investor Scheme (FIS) that allows wealthy foreigners to gain permanent residency quicker by investing in the economy.
Bank of the West introduces private mortgage banking for rich
Bank of the West has created a residential real estate financing team that caters the affluent and HNW clients on their personal real estate lending needs, including mortgages, home equity loans and home equity lines of credit.
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JHS Capital Advisors adds 70 advisors
As a part of its expansion strategy, JHS Capital Advisors, a Registered Investment Advisor, has added 70 advisors from its recent acquisition of Paulson Investment Company (Paulson).
Tampa Bay launches Wealth Advisors of Tampa Bay
US-based Tampa Bay has launched a new advisory firm, Wealth Advisors of Tampa Bay with the help of the former leadership of Florida Investment Advisors, an affiliate of The Bank of Tampa.
BondEdge launches new product for wealth management professionals
BondEdge Solutions, a provider of fixed income portfolio management software, has launched BondEdge Wealth Manager, a new product offering for wealth management professionals and investment advisors.
Fresh EU concerns prompt move to ‘Risk Off’, BofA Merrill Lynch survey
Investors have scaled back both risk-taking and their expectations for global growth after concerns about European Union (EU) economies resurfaced, according to the BofA Merrill Lynch Survey of Fund Managers for April 2012.
Senior appointments for Credit Suisse Private Banking team
Credit Suisse has appointed senior bankers in its Private Banking Asia Pacific business as a part of its strategy to strengthen its ability to serve clients and position it for sustainable growth.