All articles by Verdict Staff
Verdict Staff
Private Client Resources launches new version of its Palette Platform
Private Client Resources (PCR), a provider of private wealth aggregation and data-driven solutions for wealth managers, has launched an expanded version of its Palette Platform.
Lombardia to expand multi-family product offerings in Dallas-Fort Worth
Lombardia Advisors has said that it will expand its financial product offerings and platform to serve multi-family and commercial real estate borrowers throughout the Dallas-Fort Worth area and surrounding regions in the US.
Saxo Bank launches wealth platform service in UK
Denmark-based Saxo Bank has launched a direct-to-consumer platform, called Modern Wealth Management aimed at mid to long-term retail investors in the UK.
Merrill Lynch Global Wealth Management to open new office at Masse Place
Merrill Lynch Global Wealth Management, after five years of market research, has decided to open a new office at Masse Place, a redevelopment project that is partially funded by NYS grants.
Wolters Kluwer introduces new financial crime governance solution for UK
Wolters Kluwer Financial Services has enhanced the company’s ARC Logics for Financial Services enterprise risk management (ERM) solution suite to help UK risk management professionals better mitigate the risks tied to financial crimes such as fraud and money laundering.
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Integrated technology is prime focus for RIAs and IFAs, survey
RIAs and independent financial advisors (IFAs) want to see advances in technology integration from their technology providers in 2012, according to a survey conducted by Interactive Advisory Software (IAS), a US-based developer of wealth management software application.
Jefferies to open unit at DIFC
Jefferies is all set to open an office at the Dubai International Financial Centre (DIFC), following approval from the Dubai Financial Services Authority for a Category 4 license.
Rathbone Investment Management acquires RM Walkden
UK-based Rathbone Investment Management, a subsidiary of Rathbone Brothers, has acquired London-based wealth manager RM Walkden for GBP948,494.
IRA investors seek opportunities to invest in alternative assets, survey
According to research by PENSCO, though 77% of the Americans familiar with retirement accounts are interested in investing their IRAs in alternative assets, 44% do not understand how to achieve that goal.
Wintrust expands wealth services team in Chicago
Wintrust Financial Corporation has appointed James W Kiley as managing director of Wintrust Wealth Services at the Chicago office.