All articles by Verdict Staff
Verdict Staff
Advisor Group signs agreement with Junxure for CRM integration
US-based Advisor Group has entered into an agreement with Junxure, a practice improvement firm that integrates technology, consulting, and training which allows synchronization of client data between Junxure and Advisor Group’s proprietary account tracking system, VISION2020 Advisor Portal (Advisor Portal).
FSA to allow trail commission on legacy assets
The Financial Services Authority (FSA) has decided to allow firms to continue to accept commission after the 30 December 2012 retail distribution review (RDR) deadline.
Russia losing out on HNWI investments to Brazil, China
According to a fourth quarter wealth study by Spectrem, HNWI are most likely to invest in China and Brazil over the next 12 months.
Swissrisk Financial launches FATCA-compliance tool
European banking software specialist, Swissrisk Financial Systems has launched a data-search system to enable financial institutions comply with the new US tax compliance laws, Foreign Account Tax Compliance Act, also known as FATCA.
HMRC to launch tax evasion taskforces
As a new strategy to crack down on tax avoidance and evasion, HMRC will launch 30 new task forces over the next two years.
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Samsung Securities posted net revenue of KRW 242.9bn in Q3
Samsung Securities posted net revenue of KRW 242.9 billion and pre-tax income of KRW 13.1 billion for FY2011 third quarter (2011. 10. 1 ~ 2011. 12. 31) based on the consolidated financial statements under K-IFRS.
Wells Fargo names new head of planning for family-wealth business
Wells Fargo has appointed Lisa Featherngill as the head of planning for its Abbot Downing family-wealth business.
MPACT Financial establishes itself as an independent wealth management company
Dallas-based MPACT Financial (MPACT), an independent private wealth management company, has established itself as an independent wealth management company on January 13 2012 with approximately US$150 million of AUM.
Greece signs international tax agreement to tackle tax evasion
Greece has signed the Convention on Mutual Administrative Assistance in Tax Matters, which is a multilateral agreement developed jointly by the Council of Europe and the OECD and is open for signature to all countries.
Waterfield Advisors selects Advent to increase operational efficiency
Mumbai-based Waterfield Advisors has chosen Advent Softwares wealth management solutions to increase its operations efficiency and gain competitive advantage.