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Institutional assets flow into ETFs

Andrew McCollum, Greenwich Associates

Wed, 01/03/2017 - 13:54

A new report from Greenwich Associates finds that institutional assets are flowing into ETFs as US institutions integrate ETFs into essential functions ranging from risk management and liquidity enhancement to the generation of income and yield in a challenging interest-rate environment.   ...Read more


Matchmaker service launched for businesses seeking cash

Wed, 01/03/2017 - 13:44

A technology business has launched a new way of matching firms starved of cash with businesses who are willing to purchase their invoices. »

ILPA members get access to PE.Analyzer due diligence system

Wed, 01/03/2017 - 13:20

The Institutional Limited Partners Association (ILPA) and CEPRES have teamed up to deliver the PE.Analyzer Due Diligence System to ILPA members on a global basis.  »

EQ Positive Impact Portfolios added to Nucleus and Transact

Wed, 01/03/2017 - 13:12

Boutique wealth manager EQ Investors’ Positive Impact Portfolios are now available for financial advisers to access via the Transact and Nucleus platforms. »

Wealthify slashes minimum investment to GBP1

Wed, 01/03/2017 - 13:10

Online investment service Wealthify has reduced its minimum investment from GBP250 to just GBP1 to encourage more savers to switch from cash savings rates and try investing. »

Boston Private expands team serving PE and VC market

Wed, 01/03/2017 - 13:08

Boston Private, a provider of wealth management, trust and private banking services, has appointed Mark Shang as the west coast leader of its private partnership practice. »

BrickVest holds GBP2m closing of second financing round

BrickVest holds GBP2m closing of second financing round

Wed, 01/03/2017 - 13:06

BrickVest, the London-based online real estate investment platform, has held the first closing of its second fundraising round at GBP2 million, raising total capital raised to date to GBP4 million. »

Lesley Williams, PLSA

PLSA launches diversity initiative for pensions industry

Wed, 01/03/2017 - 13:00

The Pensions and Lifetime Savings Association (PLSA) has launched a new campaign, Breaking the Mirror Image, which aims to encourage greater diversity on trustee boards. »

Fiduciary Trust Company expands investment team

Wed, 01/03/2017 - 11:04

Fiduciary Trust Company, a private wealth adviser and investment management firm for high-net-worth families, individuals and non-profits, has expanded its client service team. »

DWA selects Orion to power wealth management platform

Wed, 01/03/2017 - 11:02

Dynamic Wealth Advisors (DWA), an investment adviser and practice development firm servicing independently-owned advisory practices, has selected Orion Advisor Services as the portfolio accounting solution for its multi-custodian wealth management platform. »


Progeny Group is on the growth path

Wed, 01/02/2017 - 07:24

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 14:44

WMA indices switch to MSCI

Sun, 15/01/2017 - 13:02

Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Special Reports

Guide to Relocation 2017

Guide to Relocation 2017

Mon, 20/02/2017 - 14:43

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