All articles by Verdict Staff
Verdict Staff
Advisors must view succession planning as growth strategy, not just retirement strategy: SEI
With 99% of independent financial services and advisory practices going out of business when their founder retires, firms must increasingly view succession planning as a growth strategy not a retirement strategy,1 according to a white paper released by SEI and FP Transitions.
Standard Life Investments names new Asia-Pacific real estate equities analyst
Standard Life Investments has named Toshio Tangiku as new Asia-Pacific real estate equities analyst.
Brewin Dolphin to merge Truro and Plymouth offices
British wealth manager Brewin Dolphin is planning to merge its Truro and Plymouth offices.
Sand Hill Global Advisors unveils socially responsible investment offering
Sand Hill Global Advisors has added a broad socially responsible investment strategy to its offering.
BNY Mellon streamlines organization
BNY Mellon has streamlined its organization to advance the company’s position as the investments company for the world, better serve its clients and improve financial performance.
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Barclay Hedge Fund Index adds 1.16% in May
Hedge funds gained 1.16% in May, according to the Barclay Hedge Fund Index compiled by BarclayHedge. The Index is up 2.35% after five months.
Rice Whatmough Crozier unveils new investment monitoring service for advisers
Rice Whatmough Crozier, a UK-based financial services firm, has introduced a new technology-enabled investment monitoring service for advisers.
European Wealth Group buys IFA Compass Financial Benefits
European Wealth Group (EWG), a UK-based wealth management firm, has purchased Surrey-based IFA Compass Financial Benefits, which has £31 million of funds under influence.
France seeks support from European partners to reduce BNP fine
France has reportedly asked Germany and the UK to lobby the US to lower BNP Paribas fine for violating US sanctions.
New York regulator hires Neil Barofsky as corporate monitor for Credit Suisse
New York Department of Financial Services has selected Neil Barofsky, the former watchdog of the US government’s bank-bailout program, to monitor Credit Suisse Group after it pleaded guilty to aiding US tax cheats.