All articles by Verdict Staff
Verdict Staff
Direct lending set to spur further growth in private debt alternative asset class: Preqin
Nearly 72% of institutional investors active in the private debt asset class plan to invest in direct lending funds over the next 12 months, a higher proportion than for any other private debt fund type.
TD Wealth Private Client Group gets new COO
TD Bank has promoted John Leto, its senior vice president and regional wealth leader for the metro New York region, to the post of chief operating officer of TD Wealth Private Client Group.
Sendero Wealth Management names new research and strategy director
Investment advisory firm Sendero Wealth Management has appointed Amaury de Barros Conti as its new director of research and strategy.
US Trust appoints 12 new advisors
US Trust, the private wealth management unit of Bank of America (BofA), has hired 12 new advisers in October.
Barclays partners with MSCI for Green Bond Index family
Barclays and MSCI have come up with a new green bond index family, that will measure the global market of fixed income securities issued to fund projects offering direct environmental benefits.
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Red Door Wealth Management introduces smart phone app
Red Door Wealth Management has launched a smart phone application for both iPhone and Android platforms to help clients manage their accounts, contact their financial team, and stay up to date on market happenings.
NAB hires general manager for private wealth unit
National Australia Bank (NAB) has hired Jason Murray as general manager for its private wealth arm.
ING to slash its stake in former US unit Voya Financial
Dutch lender ING has signed deal to slash its stake in former US unit Voya Financial from 32.5% to 19%.
Embrace new technology to improve affordability of advice, says APFA report
Advisers must consider how they can embrace new technology to be more efficient and bring down the cost of advice, according to a new report from the Association of Professional Financial Advisers (APFA).
Atlantic Fund Services completes acquisition of Moventum
Atlantic Fund Services has completed the acquisition of Moventum, a Luxembourg-based distribution platform for independent funds and advisors.