All articles by Verdict Staff
Verdict Staff
LPL Financial adds Financial Advocacy Network to its platform
LPL Financial said that Financial Advocacy Network has joined the LPL Financial broker-dealer and RIA custodial platform.
McLeod Browne merges with Hart Financial Management
UK-based McLeod Browne has merged with a Salisbury-based independent wealth planning firm Hart Financial Management, according to Basingstoke Gazette.
China Universal to liquidate its wealth management fund
China Universal Asset Management (China Universal) is planning to liquidate its wealth management fund on 16 September 2014.
The World Bank issues a callable green bond for Merrill Lynch Wealth Management Clients
The World Bank priced a $12.057 million World Bank Step-Up Callable Green Bond sold to Merrill Lynch Wealth Management clients.
Northern Trust strengthens hedge fund investment team
Tristan Thomas has joined Northern Trust Alternatives Group as director of portfolio strategy for hedge funds and Greg Jones has joined as a hedge fund analyst, strengthening the group that provides funds-of-funds and custom solutions for sophisticated investors.
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HighTower adds Fiduciary Plan Advisors to its network
American financial services firm HighTower has added newly formed firm called Fiduciary Plan Advisors to its network portfolio.
Syz & Co mulls to spend up to CHF200 million on acquisitions: report
Swiss-banking group Syz & Co is reportedly considering to spend up to CHF200 million ($219.5 million) on acquisitions in a bid to boost its private banking and asset management operations.
JPMAM unveils new actively managed RQFII equity fund in Hong Kong
JPMorgan Asset Management (JPMAM) has unveiled a new SFC-authorized and actively managed RQFII equity fund in Hong Kong.
Law firm Withers expands its presence in US
Law firm Withers has expanded its presence in the US by opening a new office in San Francisco as part of the firms international growth strategy.
United Capital opens new office in Chicago
United Capital has opened a new office in Chicago targeting financial advisors who wish to grow to $200 million to $300 million in assets.