12/16/2020
UK financial planning firm makes sixth acquisition of 2020
Deal adds around £120m to the group’s assets under management
Wealth and Asset Management
12/16/2020
AJ Bell wins the big prize at UK Platform Awards 2020
Murphy Wealth takes Leading adviser practice
12/15/2020
Credit Suisse: 2020 Investor Update
Accelerating growth in strategic business areas, continuing to deliver for our stakeholders
12/15/2020
Franklin Templeton: 2021 Outlooks
Utilities are an infrastructure sector we feel bullish about for 2021 as it was hardly impacted by the pandemic due to its essential service nature, accommodative regulators, importance in leading the decarbonisation of economies and social importance as
12/15/2020
Five financial gifts for children at Christmas
A financial gift is unlikely to have the same response on the day but unlike other presents, these are gifts that are likely to be more enduring and could be worth much more in the future.
12/15/2020
TwentyFour AM partners split £40m on pre-Covid profit spike
Accounts for the fixed-income focused asset manager posted on Companies House last week show annual operating profit rose by 22% to £39.8m.
12/15/2020
Credit Suisse Puts Fund Arm Under Sharper Focus
Credit Suisse also needs to decide where its operational focus lies: the so-called CSAM unit's core business is index and mutual funds, credit, real estate, and so-called multi-asset vehicles.
12/15/2020
7IM launches new low-cost multi-asset fund range
The funds are designed to provide advisers with a passive and low-cost option to complement their existing multi-asset strategies with a deeper level of diversification, critical in the current market conditions.
12/15/2020
‘Value plus’, sustainability and a trust - Three funds for 2021
This is a theme we expect to continue going into 2021, but investors should be looking at funds for the long-term, rather than just a calendar year.
12/15/2020
UBS: In Merger Talks for Asset Management?
The Swiss bank and the world's second-largest provider of index funds started their deliberations at the beginning of this year and the two companies seemed close to an agreement in the summer, the report read.
12/15/2020
Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans
Vestrata is a unique platform backed by significant investment from industry insiders
12/15/2020
Ocorian completes acquisition
The acquisition reflects our continued strategy to enhance our service offering
12/15/2020
DARE Legislation Opens the Door for New Industry
It also provides for the regulation of digital assets- based payment service businesses and for the registration of financial services related to the creation, issuance or sale of digital tokens and other digital assets.
12/15/2020
Going Global – Initial Considerations
Our teams have supported hundreds of companies with their global mobility requirements.
12/15/2020
Northern Trust Asset Management Announces Changes to Money Market Mutual Fund Suite
Our investment strategies are rooted in the foundational belief that investors should be compensated for the risks they take, and we are committed to delivering investment products and solutions that fit our investor-centric approach.
12/15/2020
I’m dreaming of a wild Christmas
Against this backdrop, therefore, we do not see much reason to change course. ‘Stay the course’ has been the mantra and will likely remain so as this storm too shall pass.
12/15/2020
MONEY, MONEY, EVERYWHERE by Quilter Cheviot
The pound weakened against the US dollar and the Euro. Gold ended slightly higher as did the price of a barrel of oil.
12/15/2020
Wealth Enhancement acquires $320 Million Hybrid RIA Financial Wealth Manager
The move demonstrates the company's continued focus on executing on its strategy of broadening its footprint in key regions across the country, and further solidifies its position as a leading national wealth management and financial planning brand.
12/15/2020
SEI unveils enhanced user interface for the Archway Platform
Enhancements include an overall refresh of the platform’s front-end technology and appearance, the introduction of new branding and personalisation options for clients, streamlined favourite and default settings for most-used tools, simplified enter
12/15/2020
Asset Servicing: The Need to Modernize
The processes underpinning asset servicing are in need of a significant strategic overhaul, mainly because many of the underlying processes across corporate actions have barely changed over the preceding two decades.