Wealth Adviser - Daily News http://www.wealthadviser.co/ en Ogier adds partner to Cayman private client and trusts team http://www.wealthadviser.co/2017/02/24/249028/ogier-adds-partner-cayman-private-client-and-trusts-team <p><em><strong>Anthony Partridge, a private client specialist known for his expertise in complex trust structures and estate matters, has joined Ogier as a partner&nbsp;in the firm&#39;s private client and trusts team in the Cayman Islands.</strong></em></p> <div class="field field-type-nodereference field-field-directory-company"> <div class="field-label">Company:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> <a href="/gfmdirectory/ogier-0">Ogier</a> </div> </div> </div> <p><a href="http://www.wealthadviser.co/2017/02/24/249028/ogier-adds-partner-cayman-private-client-and-trusts-team" target="_blank">read more</a></p> Moves & Appointments Fri, 24 Feb 2017 12:22:54 +0000 Emily.Perryman 249028 at http://www.wealthadviser.co Investment consulting firms respond to FCA Asset Management Study http://www.wealthadviser.co/2017/02/24/249020/investment-consulting-firms-respond-fca-asset-management-study <p><em><strong>Aon Hewitt, Mercer and Willis Towers Watson together have submitted to the Financial Conduct Authority (FCA) a package of measures that they say are designed to advance competitiveness and transparency in the investment consultancy and fiduciary management industries.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/02/24/249020/investment-consulting-firms-respond-fca-asset-management-study" target="_blank">read more</a></p> Europe Legal & Regulation Fri, 24 Feb 2017 10:54:27 +0000 mkitchen 249020 at http://www.wealthadviser.co Interactive Brokers’ Covestor launches first smart beta portfolios http://www.wealthadviser.co/2017/02/24/249018/interactive-brokers%E2%80%99-covestor-launches-first-smart-beta-portfolios <p><em><strong>Covestor, the online investment subsidiary of Interactive Brokers Group, has launched 10 smart beta portfolios designed to provide broad market exposure with a low USD5,000 investment minimum.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/02/24/249018/interactive-brokers%E2%80%99-covestor-launches-first-smart-beta-portfolios" target="_blank">read more</a></p> Smart Beta Fri, 24 Feb 2017 10:01:48 +0000 Emily.Perryman 249018 at http://www.wealthadviser.co Is your organisation at risk of a cyber breach? http://www.wealthadviser.co/2017/02/10/248547/your-organisation-risk-cyber-breach <p><em><strong>That&rsquo;s one of the key questions a panel of industry experts will be addressing at the <a href="https://www.eventbrite.co.uk/e/gfm-cybersecurity-event-tickets-31962539817" target="_blank">GFM Cybersecurity Event</a> in London in March.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/02/10/248547/your-organisation-risk-cyber-breach" target="_blank">read more</a></p> Cybersecurity Fri, 24 Feb 2017 09:46:26 +0000 mkitchen 248547 at http://www.wealthadviser.co Snowden Lane Partners forms partnership with Artivest http://www.wealthadviser.co/2017/02/24/249007/snowden-lane-partners-forms-partnership-artivest <p><em><strong>Snowden Lane Partners has formed a partnership with Artivest, a technology-driven investment platform that connects private equity and hedge funds to financial advisers and high net worth investors.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/02/24/249007/snowden-lane-partners-forms-partnership-artivest" target="_blank">read more</a></p> Platforms Fri, 24 Feb 2017 09:15:20 +0000 Emily.Perryman 249007 at http://www.wealthadviser.co Triad Advisors adds Resources Investment Advisors to platform http://www.wealthadviser.co/2017/02/24/249006/triad-advisors-adds-resources-investment-advisors-platform <p><em><strong>Triad Advisors has recruited Resources Investment Advisors &ndash; a super OSJ serving 11 independent financial advisory practices &ndash; to its broker-dealer and custodial platforms.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/02/24/249006/triad-advisors-adds-resources-investment-advisors-platform" target="_blank">read more</a></p> Platforms Fri, 24 Feb 2017 09:11:56 +0000 Emily.Perryman 249006 at http://www.wealthadviser.co Canadian ETF assets reached new record high in January http://www.wealthadviser.co/2017/02/23/248995/canadian-etf-assets-reached-new-record-high-january <p><em><strong>Assets invested in ETFs/ETPs listed in Canada reached a new record high of USD89 billion at the end January 2017 surpassing the prior record of USD84 billion set at the end of December 2016 according to ETF data provider, ETFGI. &nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/02/23/248995/canadian-etf-assets-reached-new-record-high-january" target="_blank">read more</a></p> ETFs Market data Thu, 23 Feb 2017 14:02:01 +0000 beverlychandler 248995 at http://www.wealthadviser.co WealthBar is first robo-adviser in Canadian ETF Association http://www.wealthadviser.co/2017/02/23/248988/wealthbar-first-robo-adviser-canadian-etf-association <p><em><strong>Online portfolio management platform WealthBar has joined the Canadian ETF Association (CETFA), marking the first time a robo-adviser has joined the organisation.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/02/23/248988/wealthbar-first-robo-adviser-canadian-etf-association" target="_blank">read more</a></p> ETFs Professional bodies Thu, 23 Feb 2017 12:24:31 +0000 Emily.Perryman 248988 at http://www.wealthadviser.co GFM FundTech 2017 Awards - Voting now open http://www.wealthadviser.co/2017/02/23/248985/gfm-fundtech-2017-awards-voting-now-open <p><em><strong>We are conducting a survey of the entire&nbsp;GFM&nbsp;readership to assess the best&nbsp;FundTech&nbsp;performers and service providers during 2016 in a range of categories covering the entire&nbsp;FundTech&nbsp;space. Managers and service providers are welcome to nominate their own funds/firms &ndash; with relevant justification.</strong></em></p> <div class="field field-type-text field-field-replacement-label"> <div class="field-items"> <div class="field-item odd"> Awards </div> </div> </div> <p><a href="http://www.wealthadviser.co/2017/02/23/248985/gfm-fundtech-2017-awards-voting-now-open" target="_blank">read more</a></p> Thu, 23 Feb 2017 11:54:54 +0000 mkitchen 248985 at http://www.wealthadviser.co Moneyfarm reports 16 per cent month-on-month growth http://www.wealthadviser.co/2017/02/23/248978/moneyfarm-reports-16-cent-month-month-growth <p><em><strong>Digital wealth manager Moneyfarm has seen 16 per cent month-on-month average growth since launching in the UK a year ago.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/02/23/248978/moneyfarm-reports-16-cent-month-month-growth" target="_blank">read more</a></p> Companies Thu, 23 Feb 2017 10:32:59 +0000 Emily.Perryman 248978 at http://www.wealthadviser.co Intelliflo adds Hearsay’s adviser cloud marketing tool to Intelligent Office http://www.wealthadviser.co/2017/02/23/248972/intelliflo-adds-hearsay%E2%80%99s-adviser-cloud-marketing-tool-intelligent-office <p><em><strong>Intelliflo&rsquo;s Intelligent Office (iO) is going social with the integration of Hearsay Systems&rsquo; flagship adviser cloud platform, which enables advisers to manage their social media and local, search-optimised web presences all from a single dashboard.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/02/23/248972/intelliflo-adds-hearsay%E2%80%99s-adviser-cloud-marketing-tool-intelligent-office" target="_blank">read more</a></p> Technology and software solutions Thu, 23 Feb 2017 10:07:14 +0000 Emily.Perryman 248972 at http://www.wealthadviser.co Robeco appoints UK head http://www.wealthadviser.co/2017/02/23/248965/robeco-appoints-uk-head <p><em><strong>Robeco has appointed Peter Walsh as head of its UK business.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/02/23/248965/robeco-appoints-uk-head" target="_blank">read more</a></p> Moves & Appointments Thu, 23 Feb 2017 09:28:03 +0000 Emily.Perryman 248965 at http://www.wealthadviser.co Oxford Capital calls for simplification of EIS rules http://www.wealthadviser.co/2017/02/23/248964/oxford-capital-calls-simplification-eis-rules <p><em><strong>More money will be invested in small businesses, creating jobs and growth if The Chancellor makes it easier for people to invest through the Enterprise Investment Scheme (EIS) in The Budget, says Oxford Capital.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/02/23/248964/oxford-capital-calls-simplification-eis-rules" target="_blank">read more</a></p> Wealth EIS Thu, 23 Feb 2017 09:26:15 +0000 beverlychandler 248964 at http://www.wealthadviser.co What differentiates asset managers today in the eyes of investors? http://www.wealthadviser.co/2017/02/13/248554/what-differentiates-asset-managers-today-eyes-investors <p><em><strong>That&rsquo;s one of the topics up for discussion at the <a href="https://www.eventbrite.co.uk/e/shaping-smarter-performance-tickets-31965360253" target="_blank">Shaping Smarter Performance breakfast-briefing panel discussion</a> on 9 March at The Reform Club, London, hosted by FIS and GFM (Hedgeweek,&nbsp;PrivateEquityWire &amp; InstitutionalAssetManager).</strong></em></p> <div class="field field-type-text field-field-replacement-label"> <div class="field-items"> <div class="field-item odd"> GFM Events </div> </div> </div> <p><a href="http://www.wealthadviser.co/2017/02/13/248554/what-differentiates-asset-managers-today-eyes-investors" target="_blank">read more</a></p> Thu, 23 Feb 2017 09:18:16 +0000 mkitchen 248554 at http://www.wealthadviser.co PIMCO launches Flexible Credit Income Fund http://www.wealthadviser.co/2017/02/23/248963/pimco-launches-flexible-credit-income-fund <p><em><strong>PIMCO has launched the PIMCO Flexible Credit Income Fund, an interval fund that aims to generate attractive risk-adjusted returns and current income by investing across global credit sectors, including consumer, corporate, emerging market, mortgage and municipal bonds.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/02/23/248963/pimco-launches-flexible-credit-income-fund" target="_blank">read more</a></p> Launches & Fundraising Thu, 23 Feb 2017 09:12:23 +0000 Emily.Perryman 248963 at http://www.wealthadviser.co First Ascent rolls out flat-fee pricing for financial advisers http://www.wealthadviser.co/2017/02/23/248962/first-ascent-rolls-out-flat-fee-pricing-financial-advisers <p><em><strong>First Ascent Asset Management, a portfolio strategist serving financial advisers, is now offering its outsourced portfolio management strategies for an annual flat fee of USD500 per account.</strong></em> &nbsp;</p> <p><a href="http://www.wealthadviser.co/2017/02/23/248962/first-ascent-rolls-out-flat-fee-pricing-financial-advisers" target="_blank">read more</a></p> Platforms Thu, 23 Feb 2017 09:10:36 +0000 Emily.Perryman 248962 at http://www.wealthadviser.co Advisors Asset Management names head of wholesale distribution http://www.wealthadviser.co/2017/02/23/248961/advisors-asset-management-names-head-wholesale-distribution <p><em><strong>Advisors Asset Management (AAM) has appointed Charles Sickles as managing director and head of wholesale distribution.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/02/23/248961/advisors-asset-management-names-head-wholesale-distribution" target="_blank">read more</a></p> Moves & Appointments Thu, 23 Feb 2017 09:08:09 +0000 Emily.Perryman 248961 at http://www.wealthadviser.co Pacific View Asset Management hires VC team http://www.wealthadviser.co/2017/02/23/248958/pacific-view-asset-management-hires-vc-team <p><em><strong>Joan Schriger and Brian O&rsquo;Keefe, founders of Pharus Capital Management, a San Francisco-based private fund manager, have joined Pacific View Asset Management.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/02/23/248958/pacific-view-asset-management-hires-vc-team" target="_blank">read more</a></p> Moves & Appointments Thu, 23 Feb 2017 09:01:42 +0000 Emily.Perryman 248958 at http://www.wealthadviser.co PwC wealth survey finds few plan to strengthen their digital capabilities http://www.wealthadviser.co/2017/02/22/248948/pwc-wealth-survey-finds-few-plan-strengthen-their-digital-capabilities <p><em><strong>PwC has published its new Global CEO Survey for the wealth and asset management (WAM) industry looking at data from 185 CEOs across 45 countries between August and December 2016.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/02/22/248948/pwc-wealth-survey-finds-few-plan-strengthen-their-digital-capabilities" target="_blank">read more</a></p> Investments Wealth Surveys & research Wed, 22 Feb 2017 14:51:26 +0000 beverlychandler 248948 at http://www.wealthadviser.co Gold offers hedge against US market uncertainty says VanEck http://www.wealthadviser.co/2017/02/22/248946/gold-offers-hedge-against-us-market-uncertainty-says-vaneck <p><em><strong>Joe Foster, portfolio manager and gold strategist at VanEck writes that as the risks of a Trump presidency have been coming into clearer focus, markets are starting to reflect reality following the irrational euphoria after the November election.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/02/22/248946/gold-offers-hedge-against-us-market-uncertainty-says-vaneck" target="_blank">read more</a></p> Commodities & Resources ETFs North America Wed, 22 Feb 2017 13:50:02 +0000 beverlychandler 248946 at http://www.wealthadviser.co