All articles by Verdict Staff
Verdict Staff
WAY Group selects StatPro for cloud-based portfolio analytics solution
WAY Group, a UK-based portfolio management firm, has selected StatPro Groups cloud-based portfolio analytics solution, StatPro Revolution, to underpin its fund management and wider fund administration operations.
UHNW investors wary of international investments, study
Ultra High Net Worth (UHNW) investors appear to be thinking twice about international investments in the current global economy, according to the latest Spectrem Group research.
Rothschild Wealth Management bets high on gold
Gold may be sharply below its peak value last year, but Rothschild Wealth Management in its latest its latest asset allocation report has said that it continue to hold large positions in gold as a hedge its clients against weak currencies and the threat of inflation.
UHNW investors turning to corporate bonds for higher yields, Spectrem survey
Income-starved investors are turning to corporate bonds for higher yields, but Ultra High Net Worth (UHNW) investors show a preference for municipal bonds, according to Spectrem Groups fourth quarter study on product ownership.
Canadian investment advisors bullish on stocks: Survey
After reasonably strong equity returns during the last quarter of 2011, the majority of Canadian investment advisors are of the view that equity markets should increase again during the first quarter of 2012, according to the Q1 Advisor Sentiment Survey conducted by Horizons Exchange Traded Funds.
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Ameriprise Advisory and Wealth Management operating earnings registers 14% decline in Q4
In the fourth quarter of 2011, pretax operating earnings at Ameriprise Financials Advice & Wealth Management business declined 14% to US$83 million as retail client asset growth was offset by the negative impact of market volatility and increased investments to drive advisor business growth.
UHNW investors express highest levels of advisor satisfaction, research
Advisor satisfaction runs higher among Ultra High Net Worth (UHNW) investors, according to Spectrem Group research.
Financeware rebranded as Wealthcare Capital Management
Financeware has changed its name to Wealthcare Capital Management in order to better reflect the significant expansion of the firm’s financial advisory and wealth management services.
Arbuthnot Latham, Charles Derby form strategic alliance
Arbuthnot Latham, the private independent banking and wealth management arm of Arbuthnot Banking, has formed a strategic alliance with UK-based financial advisor, Charles Derby.
NFP Advisor partners with Forefield to provide new tools to its advisors
NFP Advisor Services Group has entered into an agreement with Forefield, a division of Broadridge Financial Solutions, to provide financial advisors with a complimentary suite of web-based education and client communication solutions.