Daily News http://www.wealthadviser.co/ en RS Investments launches two new long/short alt mutual funds http://www.wealthadviser.co/2015/03/03/219008/rs-investments-launches-two-new-longshort-alt-mutual-funds <a href="http://www.globalfunddata.com/funds/search/hedge'?title=&status=Active&return_date=2012-03-03&searchType=advanced" title="See all Hedge funds" alt="See all Hedge funds">Hedge</a> <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><strong><em>RS Investments has launched two new long/short alternative mutual funds: the RS Focused Opportunity Fund (RSFOX) and the RS Focused Growth Opportunity Fund (RSFGX).</em></strong></p> Funds Tue, 03 Mar 2015 12:00:00 +0000 Leah.Cunningham 219008 at http://www.wealthadviser.co Abacus Wealth Partners and Aspiriant form JV http://www.wealthadviser.co/2015/03/03/219003/abacus-wealth-partners-and-aspiriant-form-jv <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><strong><em>Abacus Wealth Partners and Aspiriant have formed a new joint venture, Align, which will offer philanthropic strategy and impact investment portfolios to clients and their financial advisors.&nbsp;</em></strong></p> Deals and Transactions Tue, 03 Mar 2015 09:00:00 +0000 Leah.Cunningham 219003 at http://www.wealthadviser.co 3 in 4 people in UK approaching retirement have not taken professional pension advice http://www.wealthadviser.co/2015/03/03/218979/3-4-people-approaching-retirement-have-not-taken-professional-pension-advice <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><strong><em>Some 77% of people approaching retirement in the UK have never sought professional financial advice in relation to their pension, according to a new survey.</em></strong></p> Surveys & research Tue, 03 Mar 2015 06:00:00 +0000 Leah.Cunningham 218979 at http://www.wealthadviser.co Name change at Sanlam Private Investments http://www.wealthadviser.co/2015/03/02/218991/name-change-sanlam-private-investments <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><strong><em>Sanlam Private Investments is to be renamed Sanlam Private Wealth as part of a rebranding exercise to mark the development of the Sanlam Group into a global business.&nbsp;</em></strong></p> Professional bodies Mon, 02 Mar 2015 21:30:00 +0000 Leah.Cunningham 218991 at http://www.wealthadviser.co SandAire and Lord North Street re-brand as Sandaire Investment Office http://www.wealthadviser.co/2015/03/02/218990/sandaire-and-lord-north-street-re-brand-sandaire-investment-office <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><strong><em>The London-based multi-family office,&nbsp;SandAire and Lord North Street Private Investment Office, who merged in 2014 are to operate as one entity and will trade as an integrated business under the new name - Sandaire Investment Office.&nbsp;</em></strong></p> Mergers Mon, 02 Mar 2015 20:30:00 +0000 Leah.Cunningham 218990 at http://www.wealthadviser.co Nucleus to host eighth annual strategy conference http://www.wealthadviser.co/2015/03/02/218989/nucleus-host-eighth-annual-strategy-conference <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><strong><em>Nucleus, the adviser built wrap, is &nbsp;to host its eighth annual strategy conference this week, on Thursday 5 March, at The Belfry in the Midlands.</em></strong></p> Education & Training Mon, 02 Mar 2015 19:30:00 +0000 Leah.Cunningham 218989 at http://www.wealthadviser.co Stephen Mitchell to manage Jupiter Global Managed Fund http://www.wealthadviser.co/2015/03/02/218956/stephen-mitchell-manage-jupiter-global-managed-fund <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><strong><em>Stephen Mitchell, who joined Jupiter in February as Head of Strategy, Global Equities, is to take on the management of the Jupiter Global Managed Fund from 2 March 2015.&nbsp;</em></strong></p> Moves & Appointments Mon, 02 Mar 2015 10:30:00 +0000 Leah.Cunningham 218956 at http://www.wealthadviser.co Old Mutual Wealth profit hits GBP227 million http://www.wealthadviser.co/2015/03/02/218892/old-mutual-wealth-profit-hits-gbp227-million <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><strong><em>Growing demand since the Retail Distribution Review helped Old Mutual Wealth record an adjusted operating profit of GBP227 million in 2014 (2013: GBP217 million), an increase of 5% on the prior year. &nbsp;</em></strong></p> Results and performance Mon, 02 Mar 2015 06:00:00 +0000 Leah.Cunningham 218892 at http://www.wealthadviser.co European conviction funds offer attractive selling points in quest to avoid "closet trackers" http://www.wealthadviser.co/2015/03/02/218893/european-conviction-funds-offer-attractive-selling-points-quest-avoid-closet-track <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><strong><em>The risks of investing in conviction funds might be greater, but so too are the potential rewards, according to the latest issue of The Cerulli Edge-European Monthly Product Trends Edition.</em></strong></p> Surveys & research Mon, 02 Mar 2015 06:00:00 +0000 Leah.Cunningham 218893 at http://www.wealthadviser.co State Street to service USD93.6bn in assets for Hartford Funds http://www.wealthadviser.co/2015/02/27/218898/state-street-service-usd936bn-assets-hartford-funds <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><strong><em>State Street Corporation has been appointed by Hartford Funds to assist in providing custody and accounting services for USD93.6 billion in assets under management.</em></strong></p> Moves & Appointments Fri, 27 Feb 2015 20:00:00 +0000 Leah.Cunningham 218898 at http://www.wealthadviser.co Ray Iler joins EY Wealth & Asset Management http://www.wealthadviser.co/2015/02/27/218903/ray-iler-joins-ey-wealth-asset-management <a href="http://www.globalfunddata.com/funds/search/equity'?title=&status=Active&return_date=2012-03-03&searchType=advanced" title="See all Private Equity funds" alt="See all Private Equity funds">Private Equity</a> <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><strong><em>Ray Iler, former regional leader of Deloitte&#39;s hedge fund practice on the West Coast, has joined the Financial Services Organization&#39;s Wealth &amp; Asset Management practice of Ernst &amp; Young.</em></strong></p> Moves & Appointments Fri, 27 Feb 2015 19:30:00 +0000 Leah.Cunningham 218903 at http://www.wealthadviser.co Covenant expands wealth management firm to Oklahoma City http://www.wealthadviser.co/2015/02/27/218902/covenant-expands-wealth-management-firm-oklahoma-city <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><strong><em>Covenant Multifamily Offices has opened a new office in Oklahoma City. The move follows the firm&rsquo;s acquisition of Covenant Financial Services&rsquo; wealth management practice on 10 February.</em></strong></p> Moves & Appointments Fri, 27 Feb 2015 18:30:00 +0000 Leah.Cunningham 218902 at http://www.wealthadviser.co Arbuthnot Latham appoints two to new new commercial banking business http://www.wealthadviser.co/2015/02/27/218901/arbuthnot-latham-appoints-two-new-new-commercial-banking-business <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><strong><em>Arbuthnot Latham &amp; Co has appointed Rob Stapledon and Michele Coomber to its new commercial banking business specialising in and focussing on the media sector.&nbsp;</em></strong></p> Moves & Appointments Fri, 27 Feb 2015 17:30:00 +0000 Leah.Cunningham 218901 at http://www.wealthadviser.co BNY Mellon Investment Management and Amherst Holdings launch real estate credit management platform http://www.wealthadviser.co/2015/02/27/218894/bny-mellon-investment-management-and-amherst-holdings-launch-real-estate-credit-ma <a href="http://www.globalfunddata.com/funds/search/property'?title=&status=Active&return_date=2012-03-03&searchType=advanced" title="See all Property funds" alt="See all Property funds">Property</a> <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><strong><em>BNY Mellon Investment Management has partnered with Amherst Holdings to launch Amherst Capital Management (ACaM), a real estate credit investment management platform.</em></strong></p> Deals and Transactions Fri, 27 Feb 2015 16:00:00 +0000 Leah.Cunningham 218894 at http://www.wealthadviser.co Wells Fargo Asset Management launches US Select Equity Fund http://www.wealthadviser.co/2015/02/27/218872/wells-fargo-asset-management-launches-us-select-equity-fund <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><strong><em>Wells Fargo Asset Management has launched the US Select Equity Fund (the fund), which will be managed by Chicago-based Richard (Dick) T Weiss and his team of US equity investment experts.&nbsp;</em></strong></p> Launches & Fundraising Fri, 27 Feb 2015 09:00:00 +0000 Leah.Cunningham 218872 at http://www.wealthadviser.co MetLife to deliver full pension flexibility from April http://www.wealthadviser.co/2015/02/27/218848/metlife-deliver-full-pension-flexibility-april <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><em><strong>MetLife will be ready for the launch of pension freedoms from April, underlining its confidence that Guaranteed Drawdown solutions are ideally suited to the retirement revolution.</strong></em></p> Europe Fri, 27 Feb 2015 06:00:00 +0000 mkitchen 218848 at http://www.wealthadviser.co MicroVentures offers investors access to portfolio of 500 startups http://www.wealthadviser.co/2015/02/26/218812/microventures-offers-investors-access-portfolio-500-startups <a href="http://www.globalfunddata.com/funds/search/equity'?title=&status=Active&return_date=2012-03-03&searchType=advanced" title="See all Private Equity funds" alt="See all Private Equity funds">Private Equity</a> <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><strong><em>Online investment platform MicroVentures has created a &quot;500 Startups Fund&quot; open to accredited investors.&nbsp;</em></strong></p> Investments Thu, 26 Feb 2015 19:00:00 +0000 Leah.Cunningham 218812 at http://www.wealthadviser.co Evenlode adds analyst to investment team http://www.wealthadviser.co/2015/02/26/218811/evenlode-adds-analyst-investment-team <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><strong><em>Oxfordshier-based independent fund manager Evenlode has strengthened its investment team with the addition of analyst Chris Elliott.</em></strong></p> Moves & Appointments Thu, 26 Feb 2015 18:30:00 +0000 Leah.Cunningham 218811 at http://www.wealthadviser.co Financial advisers improving level of value they deliver to clients, says Vanguard http://www.wealthadviser.co/2015/02/26/218810/financial-advisers-improving-level-value-they-deliver-clients-says-vanguard <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><em><strong>Vanguard Asset Management&rsquo;s Adviser Value Index, now in its second year, has increased from 73 to 75 out of 100 based on the perceptions of more than 750 UK advised clients on the value of advice relative to fees paid, market performance and reaching long-term financial goals.</strong></em></p> Results and performance Thu, 26 Feb 2015 18:00:00 +0000 Leah.Cunningham 218810 at http://www.wealthadviser.co Strawberry launches ‘Make It Easy’ investment service http://www.wealthadviser.co/2015/02/26/218809/strawberry-launches-%E2%80%98make-it-easy%E2%80%99-investment-service <div class="field field-type-text field-field-inhouse-content"> <div class="field-label">Inhouse content:&nbsp;</div> <div class="field-items"> <div class="field-item odd"> off </div> </div> </div> <p><strong><em>Strawberry, the online direct-to-consumer platform has launched a new &lsquo;Make It Easy&rsquo; investment service, providing low-cost managed portfolios from a minimum of &nbsp;GBP100 per month.</em></strong></p> Launches & Fundraising Thu, 26 Feb 2015 17:30:00 +0000 Leah.Cunningham 218809 at http://www.wealthadviser.co