Wealth Adviser - Daily News http://www.wealthadviser.co/ en Russell Investments’ Adaptive Retirement Accounts to leverage ERS QuILTS technology http://www.wealthadviser.co/2016/09/26/244040/russell-investments%E2%80%99-adaptive-retirement-accounts-leverage-ers-quilts-technology <p><em><strong>Russell Investments is extending the availability of its Adaptive Retirement Accounts, a customised managed account option designed to be used as a qualified default investment alternative (QDIA) option for defined contribution plan participants, by leveraging Envestnet | Retirement Solutions&rsquo; Qualified Individualised Life Target Solutions (ERS QuILTS) technology.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/09/26/244040/russell-investments%E2%80%99-adaptive-retirement-accounts-leverage-ers-quilts-technology" target="_blank">read more</a></p> Technology and software solutions Mon, 26 Sep 2016 13:56:35 +0000 Emily.Perryman 244040 at http://www.wealthadviser.co Montreux Natural Resources Fund’s Tanzania mines set to produce first gold http://www.wealthadviser.co/2016/09/26/244034/montreux-natural-resources-fund%E2%80%99s-tanzania-mines-set-produce-first-gold <p><em><strong>A Tanzanian gold mining firm part-acquired by The Montreux Natural Resources Fund is due to&nbsp;produce its first gold next year following &ldquo;fast-track&rdquo; development of two of its mines.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/09/26/244034/montreux-natural-resources-fund%E2%80%99s-tanzania-mines-set-produce-first-gold" target="_blank">read more</a></p> Funds Mon, 26 Sep 2016 13:35:19 +0000 Emily.Perryman 244034 at http://www.wealthadviser.co Study finds fallen angels offer improved diversification and enhanced returns http://www.wealthadviser.co/2016/09/26/244027/study-finds-fallen-angels-offer-improved-diversification-and-enhanced-returns <p><em><strong>A new paper from Cass Business School Professors Andrew Clare, Stephen Thomas and Dr Nick Motson, and supported by Invesco PowerShares, finds that the &lsquo;fallen angels&rsquo; phenomenon can offer the opportunity to enhance the returns on a multi-asset portfolio and the potential to improve diversification.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/09/26/244027/study-finds-fallen-angels-offer-improved-diversification-and-enhanced-returns" target="_blank">read more</a></p> ETFs White papers Investments Surveys & research Mon, 26 Sep 2016 11:22:56 +0000 beverlychandler 244027 at http://www.wealthadviser.co Lipper figures show record August for European ETFs http://www.wealthadviser.co/2016/09/26/244026/lipper-figures-show-record-august-european-etfs <p><em><strong>The latest European ETF Market Review from Thomson Reuters Lipper shows that assets under management in the European ETF industry increased from EUR473.5 billion for July to a new all-time high of EUR480.5 billion at the end of August.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/09/26/244026/lipper-figures-show-record-august-european-etfs" target="_blank">read more</a></p> Mon, 26 Sep 2016 11:13:57 +0000 beverlychandler 244026 at http://www.wealthadviser.co AllianzGI expands liquid alternatives offering with Structured Return fund http://www.wealthadviser.co/2016/09/26/244017/allianzgi-expands-liquid-alternatives-offering-structured-return-fund <p><em><strong>Allianz Global Investors has expanded its liquid alternatives platform with the launch of the Allianz Structured Return fund, an absolute return strategy designed to pursue positive returns independent of market conditions, while managing downside risk.&nbsp;&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/09/26/244017/allianzgi-expands-liquid-alternatives-offering-structured-return-fund" target="_blank">read more</a></p> Launches & Fundraising Mon, 26 Sep 2016 09:37:34 +0000 Emily.Perryman 244017 at http://www.wealthadviser.co Allianz invests in digital wealth manager MoneyFarm http://www.wealthadviser.co/2016/09/26/244016/allianz-invests-digital-wealth-manager-moneyfarm <p><em><strong>MoneyFarm, a digital wealth manager, has secured an investment from Allianz Ventures, with Allianz taking a minority shareholding in the company.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/09/26/244016/allianz-invests-digital-wealth-manager-moneyfarm" target="_blank">read more</a></p> Investments Mon, 26 Sep 2016 09:32:54 +0000 Emily.Perryman 244016 at http://www.wealthadviser.co BCS Global Markets and Caderus Capital agree cross-border investment partnership http://www.wealthadviser.co/2016/09/26/244011/bcs-global-markets-and-caderus-capital-agree-cross-border-investment-partnership <p><em><strong>BCS Global Markets, the largest securities broker on the Moscow Exchange, has signed a partnership agreement with Caderus Capital, the Russian-Chinese investment group, to develop cross-border investments between China and Russia.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/09/26/244011/bcs-global-markets-and-caderus-capital-agree-cross-border-investment-partnership" target="_blank">read more</a></p> Europe Asia-Pacific Mon, 26 Sep 2016 09:22:39 +0000 Emily.Perryman 244011 at http://www.wealthadviser.co Wealth managers less optimistic PwC and CBI survey finds http://www.wealthadviser.co/2016/09/26/243994/wealth-managers-less-optimistic-pwc-and-cbi-survey-finds <p><em><strong>This quarter&rsquo;s CBI/PwC financial services survey finds that asset and wealth managers saw a dramatic drop in optimism in August, with 72 per cent of respondents saying they are more worried about their overall business situation than they were three months ago.</strong></em>&nbsp;</p> <p><a href="http://www.wealthadviser.co/2016/09/26/243994/wealth-managers-less-optimistic-pwc-and-cbi-survey-finds" target="_blank">read more</a></p> Wealth Surveys & research Mon, 26 Sep 2016 09:02:38 +0000 beverlychandler 243994 at http://www.wealthadviser.co New research shows IFAs see increase in demand for ethical investments http://www.wealthadviser.co/2016/09/26/244005/new-research-shows-ifas-see-increase-demand-ethical-investments <p><em><strong>Research from Heartwood Investment Management reveals that one in four (25 per cent) IFAs have seen an increase in client demand for ethical investing over the last few years but just two in five (43 per cent) are satisfied with the current range of ethical investment options on offer.</strong></em>&nbsp;</p> <p><a href="http://www.wealthadviser.co/2016/09/26/244005/new-research-shows-ifas-see-increase-demand-ethical-investments" target="_blank">read more</a></p> Ethical and Sustainable Investing Surveys & research Mon, 26 Sep 2016 08:24:22 +0000 beverlychandler 244005 at http://www.wealthadviser.co WealthHub Solutions raises USD1.6m to fund trust administration platform http://www.wealthadviser.co/2016/09/26/244003/wealthhub-solutions-raises-usd16m-fund-trust-administration-platform <p><em><strong>WealthHub Solutions, a provider of fiduciary management software, has completed a financing round of USD1.6 million from individual investors and institutions including Rittenhouse Ventures and Ben Franklin Technology Partners.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/09/26/244003/wealthhub-solutions-raises-usd16m-fund-trust-administration-platform" target="_blank">read more</a></p> Wealth Mon, 26 Sep 2016 06:48:29 +0000 Emily.Perryman 244003 at http://www.wealthadviser.co Credit Suisse floats fixed maturity bond fund http://www.wealthadviser.co/2016/09/26/244002/credit-suisse-floats-fixed-maturity-bond-fund <p><em><strong>Credit Suisse Asset Management is offering investors the opportunity to partake in a bond fund with a fixed maturity.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/09/26/244002/credit-suisse-floats-fixed-maturity-bond-fund" target="_blank">read more</a></p> Launches & Fundraising Mon, 26 Sep 2016 06:46:31 +0000 Emily.Perryman 244002 at http://www.wealthadviser.co The difficulty in judging smart beta http://www.wealthadviser.co/2016/09/23/243977/difficulty-judging-smart-beta <p><strong><em>Craig Lazzara, Global Head of Index Investment Strategy for S&amp;P Dow Jones Indices writes that it is difficult for investors to judge smart beta, as it takes subtlety to evaluate a smart beta strategy against the claims that its vendor make.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/09/23/243977/difficulty-judging-smart-beta" target="_blank">read more</a></p> Smart Beta Indexes Fri, 23 Sep 2016 11:00:11 +0000 beverlychandler 243977 at http://www.wealthadviser.co Walker Crips appoints executive director and head of compliance http://www.wealthadviser.co/2016/09/23/243969/walker-crips-appoints-executive-director-and-head-compliance <p><em><strong>Walker Crips, the investment and wealth management group, has appointed Guy Jackson as executive director to the board and as company secretary with immediate effect.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/09/23/243969/walker-crips-appoints-executive-director-and-head-compliance" target="_blank">read more</a></p> Moves & Appointments Fri, 23 Sep 2016 08:23:51 +0000 Emily.Perryman 243969 at http://www.wealthadviser.co Creechurch Capital appoints senior analyst http://www.wealthadviser.co/2016/09/23/243968/creechurch-capital-appoints-senior-analyst <p><em><strong>Discretionary fund manager Creechurch Capital has appointed Iain Ramsay as a senior analyst in its investment team.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/09/23/243968/creechurch-capital-appoints-senior-analyst" target="_blank">read more</a></p> Moves & Appointments Fri, 23 Sep 2016 08:22:15 +0000 Emily.Perryman 243968 at http://www.wealthadviser.co Bahamas leak provides ammunition for HMRC in war against tax evasion http://www.wealthadviser.co/2016/09/23/243966/bahamas-leak-provides-ammunition-hmrc-war-against-tax-evasion <p><em><strong>The fresh leak of offshore data from The Bahamas will provide HMRC and other global jurisdictions with further ammunition in the ongoing war against tax evasion, says London accountancy firm Blick Rothenberg.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/09/23/243966/bahamas-leak-provides-ammunition-hmrc-war-against-tax-evasion" target="_blank">read more</a></p> Offshore Fri, 23 Sep 2016 08:16:41 +0000 Emily.Perryman 243966 at http://www.wealthadviser.co RealtyMogul.com closes USD8.2m in multifamily and retail transactions http://www.wealthadviser.co/2016/09/23/243965/realtymogulcom-closes-usd82m-multifamily-and-retail-transactions <p><em><strong>Following last month&rsquo;s launch of MogulREIT I, RealtyMogul.com&rsquo;s first crowdfunded real estate investment trust, the company has closed five transactions in markets across the US.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/09/23/243965/realtymogulcom-closes-usd82m-multifamily-and-retail-transactions" target="_blank">read more</a></p> Investments Real Estate Fri, 23 Sep 2016 08:14:29 +0000 Emily.Perryman 243965 at http://www.wealthadviser.co Historic UK sea fort to go under the hammer http://www.wealthadviser.co/2016/09/22/243948/historic-uk-sea-fort-go-under-hammer <p><em><strong>Lambert Smith Hampton is offering Horse Sands Fort for auction at a guide price of GBP875,000, on behalf of owner Clarenco.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/09/22/243948/historic-uk-sea-fort-go-under-hammer" target="_blank">read more</a></p> Lettings & Sales Thu, 22 Sep 2016 13:45:26 +0000 Emily.Perryman 243948 at http://www.wealthadviser.co Is the gold rally finished asks WisdomTree http://www.wealthadviser.co/2016/09/22/243938/gold-rally-finished-asks-wisdomtree <p><em><strong>The latest Short &amp; Leveraged report from WisdomTree finds that the gold rally petered out in August, with prices dipping as investors appraised valuations after seeing double digit gains across the previous two months.</strong></em>&nbsp;</p> <p><a href="http://www.wealthadviser.co/2016/09/22/243938/gold-rally-finished-asks-wisdomtree" target="_blank">read more</a></p> Commodities & Resources ETFs Thu, 22 Sep 2016 13:31:15 +0000 beverlychandler 243938 at http://www.wealthadviser.co Devet Capital on the hunt for new investment management talent http://www.wealthadviser.co/2016/09/22/243920/devet-capital-launches-capturing-talent-alpha-project <p><em><strong>Systematic alternative investment manager Devet Capital Investments has launched a programme designed to identify and support new investment managers with the eventual aim of including them within the Devet product suite.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/09/22/243920/devet-capital-launches-capturing-talent-alpha-project" target="_blank">read more</a></p> Investments Thu, 22 Sep 2016 08:31:40 +0000 Emily.Perryman 243920 at http://www.wealthadviser.co Diamond Hill launches two fixed income mutual funds http://www.wealthadviser.co/2016/09/22/243902/diamond-hill-launches-two-fixed-income-mutual-funds <p><em><strong>Diamond Hill Capital Management has launched the Diamond Hill Short Duration Total Return Fund and the Diamond Hill Core Bond Fund.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/09/22/243902/diamond-hill-launches-two-fixed-income-mutual-funds" target="_blank">read more</a></p> Launches & Fundraising Thu, 22 Sep 2016 06:46:00 +0000 Emily.Perryman 243902 at http://www.wealthadviser.co