All articles by Verdict Staff
Verdict Staff
Cetera Financial invests in technology capabilities and reaffirms commitment to self-clearing
Cetera Financial Institutions has announced a significant investment in its technology capabilities and reaffirmation of its commitment to its unique self-clearing platform.
Goldman Sachs in talks to buy IndexIQ: report
Goldman Sachs is reportedly in talks to acquire IndexIQ, a New York-based exchange-traded fund provider to expand its presence into the ETF universe.
Geopolitical risks and volatility temper investment manager outlook, says Northern Trust
Investment managers have moderated their expectations for growth in the US economy and identified geopolitical risk and increased market volatility as top concerns, according to a quarterly survey conducted by Northern Trust Asset Management.
Credit Suisse restructures investment bank management team
Credit Suisse has restructured its investment banking team by hiring Jim Amine and Tim OHara as co-leads of the investment bank.
CrescoFX establishes asset management arm
Operating as a separate entity to CrescoFX a Malta-based boutique currency broker/dealer licensed under the EU regulative authority, CrescoCap will provide multi-trader strategies to clients within a broker agnostic execution framework.
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United Overseas Bank unveils new investment tool to help plan future
Singapore-based United Overseas Bank (UOB) has unveiled a new investment tool called the UOB Income Builder that guides consumers on investing for their future.
Ladenburg Thalmann acquires KMS Financial Services
Ladenburg Thalmann Financial Services, a US-based financial services company, has closed its previously announced acquisition of an independent broker-dealer and investment advisor KMS Financial Services.
Confluence selects Fundsquare to simplify AIFMD filing for assert mangers
Confluence, a provider of automated data management solutions, has partnered with Fundsquare to provide simplified AIFMD filing for asset mangers.
Demand for Broadridge’s revenue and expense management offerings increases
Broadridge Financial Solutions has revealed a significant increase in demand for its revenue and expense management offerings, as financial services firms continue to face stringent regulatory and compliance requirements and a growing need for transparency in the industry.
NRS and IAA’s study spotlights diversity of US investment advisory profession
The Investment Adviser Association (IAA) and National Regulatory Services (NRS) has issued the 14th annual Evolution/Revolution report, an in-depth study analyzing annual updates filed by investment advisors registered with the U.S. Securities and Exchange Commission (SEC).