All articles by Verdict Staff
Verdict Staff
James Hay partners with FE Analytics
James Hay Partnership, a UK-based platform for retirement wealth planning, has partnered with FE Analytics to launch a new investment data tool for enhanced portfolio analysis.
Legg Mason launches new mutual fund
Legg Mason has launched a new mutual fund, the Legg Mason BW Dynamic Large Cap Value Fund which will be sub-advised by Brandywine Global Investment Management’s diversified value equity team.
IRESS integrates its wealth platform with Class Super
IRESS, an Australian provider of software services for financial markets, has integrated its wealth management platform XPLAN with Class Super, cloud SMSF administration software.
PineBridge Investments names new non-executive chairman
PineBridge Investments, a global asset manager, has named John Thornton as new non-executive chairman, effective 21 November 2014.
Washington Wealth Management adds former wirehouse advisor with nearly $100m in client assets
Washington Wealth Management (WWM), an independent hybrid Registered Investment Advisor (RIA), has announced that wirehouse advisor Nadia Dickinson has joined WWM.
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RIAs addressing leadership and talent to prepare firms for the future: Schwab
Independent registered investment advisors are taking steps in the areas of leadership, talent and business legacy planning, according to the results a study released by Schwab Advisor Services at its annual IMPACT 2014 conference.
Canaccord Genuity plans to buy wealth-management firm in UK: report
The chief executive of Canaccord Genuity Group, Paul Reynolds, said that the bank is seeking to acquire a wealth-management firm in UK early 2015.
Credit Agricole posts higher Q3 income, private banking business sees net inflows
French banking Credit Agricole has posted a net income of EUR758m in the third quarter of 2014, representing a year-on-year increase of 4.1%.
FERI to acquire Michel & Cortesi Asset Management
FERI, A Germany-based asset manager for institutional and private investors, has agreed to acquire Michel & Cortesi Asset Management to boost its footprint in the Swiss market.
Perpetual launches new strategic approach for philanthropists and NFP organisations
Perpetual has launched IMPACT Philanthropy, a philanthropy program which matches philanthropists with not-for-profit (NFP) organisations.