All articles by Verdict Staff
Verdict Staff
B. Riley Financial expands into wealth management with MK Capital Advisors acquisition
B. Riley Financial has launched wealth management unit with the acquisition of New York-based registered investment advisor MK Capital Advisors.
HMRC targets UKs wealthy middle classes in pursuit of tax evaders
The HM Revenue and Customs (HMRC) is targeting the UK’s wealthy middle classes in its clampdown on tax evaders.
AFH Financial acquires two IFAs, boosts assets by £55m
UK-based adviser consolidator AFH Financial Group has acquired two independent financial advisory (IFA) firms in a double deal, adding £55m to its assets under management.
Nikko AM strengthens institutional sales and marketing functions
Nikko Asset Management (Nikko AM) has bolstered its institutional sales and marketing functions by hiring four executives in New York, Tokyo and the UK.
Tilney Bestinvest names new group compliance director
Investment and financial planning firm Tilney Bestinvest has named James Collings as its new group compliance director.
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Aberdeen Asset Management suffers outflows of £4.8bn in Q4
Aberdeen Asset Management said it suffered £4.8bn in net outflows in the fourth quarter of 2014, compared with £2.83bn in the previous quarter.
SS&C Technologies to acquire Advent Software for $2.7bn
SS&C Technologies, a provider of financial services software, has agreed to acquire Advent Software, a provider of software and services for investment management industry, for $2.7bn in cash.
Denver Retirement Partners’ wealth management team joins BOK Financial Advisors
The wealth management team of Denver Retirement Partners has joined BOSCs registered investment advisor BOK Financial Advisors.
Julius Baer selects Temenos for technology modernisation
Swiss private banking group Julius Baer has selected Temenos as its global partner for modernization of IT infrastructure.
TD Direct writes off exit fees amid pricing restructure
Execution-only broker TD Direct Investing has ditched exit fees as a measure to revamp its pricing structure.