All articles by Verdict Staff
Verdict Staff
Dynasty Financial names new SVP, director of network development-western division
Dynasty Financial Partners has appointed David Wiener as its new senior vice president, director of network development – western division.
LPL Financial establishes new office in Washington, D.C.
LPL Financial, a retail investment advisory firm and independent broker/dealer, has opened a new office in Washington, D.C. to support its industry advocacy initiatives.
ASIC warns SMSF accountants of regulatory action on offering unlicensed advice
The Australian Securities & Investments Commission (ASIC) has issued a warning to accountants offering financial advice on self-managed superannuation funds (SMSF) that they could face regulatory action if they do not have a license to do so by 1 July.
Legal & General Investment Management names new COO
Legal & General Investment Management (LGIM) has appointed Michael Marks as its new COO, effective from the end of the June.
Lazard Asset Management rolls out new global multi asset portfolio
Lazard Asset Management (LAM) has introduced a new fund, called Lazard Global Dynamic Multi Asset Portfolio, to maximise returns within a targeted level of market volatility.
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RIT Capital Partners scraps plan to acquire Alliance Trust
RIT Capital Partners, a London-based investment trust largely controlled by the Rothschild family, has abandoned plans to buy investment firm Alliance Trust.
Global private wealth recorded sluggish growth in 2015: BCG
Global private wealth has hit a speed bump in 2015, reaching $168 trillion, compelling wealth managers to explore fresh strategies to meet customer needs, according to a new report by The Boston Consulting Group (BCG).
Kames Capital rolls out global diversified growth fund
Kames Capital, a UK-based investment manager, has introduced a global diversified growth fund to increase total returns over the next three to five years.
BMO Global Asset Management appoints new CEO
BMO Global Asset Management has appointed Richard Wilson as its new CEO and CIO with immediate effect, as co-CEO Rajiv Silgardo prepares to retire from the company in August.
Switzerland, India co-operate to combat tax evasion
Switzerland has pledged to work with Indian authorities to tackle tax dodgers who hoard wealth in Swiss banks to dodge taxes.