All articles by Verdict Staff
Verdict Staff
U.S. Bank expands its private client reserve unit
U.S. Bank, the wealth management arm of U.S. Bancorp, has hired Dan Farley as new regional investment director for its private client reserve unit.
Ex-Brewin Dolphin executives to launch consultancy firm for wealth managers
Former executives of Brewin Dolphin and Argonaut have teamed up to launch a new consultancy firm for wealth managers and fund groups.
Switzerland, China agree to establish yuan trading center in Zurich
The central bank of China has signed a deal with its Swiss counterpart to establish a yuan trading center in Zurich.
Royal London Asset Management hires new multi asset investments head
Royal London Asset Management has appointed Trevor Greetham as its new head of multi asset investments.
BlackRock expands corporate-bond trading alliance with MarketAxess into Europe
American money manager BlackRock has expanded its corporate-bond trading alliance with MarketAxess into the European credit markets.
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Pershing launches retirement plan network
Pershing, a BNY Mellon company, has rolled out its retirement plan network, a new solution to help broker-dealers, investment advisors and registered investment advisors (RIAs) grow their retirement plan business.
SEC accuses Elm Tree Investment Advisors of fraud
The US Securities and Exchange Commission (SEC) has charged a Florida-based Elm Tree Investment Advisors and its manager Frederic Elm with fraud.
Rathbone Brothers adds former Egg strategy head to board
British wealth manager Rathbone Brothers has hired Sarah Gentleman, former strategy head of internet bank Egg, as a non-executive director.
Uptick in volatility and rising AuM stoke optimism for options markets in 2015: TABB Group
Renewed volatility and anticipated increases in assets under management bode well for institutional users of options in 2015, this after institutional options traders faced a challenging trading environment in 2014 as lower market volatility and lack of trading opportunities negatively impacted trading volumes from institutions.
FolioDynamix adds Morningstar tools to its wealth management platform
FolioDynamix, a US-based provider of web-based technology for managing the full wealth management lifecycle, has added Morningstars portfolio analysis and comparison tools to its wealth management technology platform.