All articles by Verdict Staff
Verdict Staff
Aberdeen Asset Management acquires SVG Capitals stake in JV
Aberdeen Asset Management has struck an agreement to buy SVG Capital’s remaining 49.9% stake in their joint venture vehicle Aberdeen SVG Private Equity for £29m.
Mooney Lyons launches integrated wealth management platform for retirement planning
Mooney Lyons, a wealth management firm specializing in retirement income planning, has launched a unique 5-step process called The Integrated Wealth Model.
Northwestern Mutual to acquire online advisor LearnVest
Northwestern Mutual Life Insurance has agreed to buy online financial information and advisory startup LearnVest to boost its wealth management business.
Coastal Community Credit Union launches private wealth service
Coastal Community Credit Union, a financial services group based on Vancouver Island and the Gulf Islands, has joined forces with wealth management partner Credential Financial to launch its elite wealth management advisory firm.
Vestmark expands Jersey City office space
Vestmark, a provider of advisory solutions and wealth management technology, has expanded its office space in Jersey City.
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BlackRock rolls out iShares Exponential Technologies ETF
iShares, the ETFs business of BlackRock, has launched iShares Exponential Technologies ETF, which aims to track the Morningstar Exponential Technologies Index.
Ghana, Netherlands join hands to fight tax dodging
Ghana and the Netherlands have signed an accord for the automatic exchange of information to combat tax evasion.
HHM Wealth hires new advisors
HHM Wealth Advisors, an independent wealth management firm based in Chattanooga, has appointed Morris Glasgow and Jacob Poe as new wealth advisors.
Affluent Americans plan to retire young and stay active: BMO Private Bank
A majority of affluent Americans (those with investible assets of $1m or more) plan to retire young and stay active in their later years, according to a study by BMO Private Bank.
Citigroup appoints new head of China investment banking
Citigroup has hired Catherine Cai as its new managing director, chairman, and head of China investment banking.