Wealth Adviser - Daily News http://www.wealthadviser.co/ en Wealth Adviser Awards 2017 – Voting closing soon http://www.wealthadviser.co/2017/01/30/248109/wealth-adviser-awards-2017-voting-now-open <p><em><strong>We are conducting a survey of the Wealth Adviser readership to assess the best wealth managers and service providers including trust companies, law &amp; accounting during 2016&nbsp;in a range of categories covering the entire wealth management space. Managers and service providers are welcome to nominate their own companies/firms with relevant justification.&nbsp;</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/2017/01/30/248109/wealth-adviser-awards-2017-voting-now-open" target="_blank">read more</a></p> Thu, 23 Mar 2017 10:22:32 +0000 mkitchen 248109 at http://www.wealthadviser.co Advisers see surge in ISA transfer demand http://www.wealthadviser.co/2017/03/23/249908/advisers-see-surge-isa-transfer-demand <p><em><strong>Advisers are seeing a surge in demand for ISA transfers as savers worry about a lack of real savings choice, according to research from MetLife.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/23/249908/advisers-see-surge-isa-transfer-demand" target="_blank">read more</a></p> Surveys & research Thu, 23 Mar 2017 09:57:22 +0000 Emily.Perryman 249908 at http://www.wealthadviser.co imaxx Money Market Fund to change to short term bond fund http://www.wealthadviser.co/2017/03/23/249907/imaxx-money-market-fund-change-short-term-bond-fund <p><em><strong>Foresters Financial Investment Management Company of Canada, the manager of the imaxx Money Market Fund, is seeking the approval of unitholders to change the fund to a short term bond fund.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/23/249907/imaxx-money-market-fund-change-short-term-bond-fund" target="_blank">read more</a></p> Mandates Thu, 23 Mar 2017 09:56:02 +0000 Emily.Perryman 249907 at http://www.wealthadviser.co BlackRock adds four ETFs to US equity sector range http://www.wealthadviser.co/2017/03/22/249889/blackrock-adds-four-etfs-us-equity-sector-range <p><em><strong>BlackRock has launched four new ETFs designed to enable European investors to express nuanced views on US equity sectors.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/22/249889/blackrock-adds-four-etfs-us-equity-sector-range" target="_blank">read more</a></p> ETFs North America Wed, 22 Mar 2017 16:57:28 +0000 beverlychandler 249889 at http://www.wealthadviser.co Nuveen expands alternatives business development team http://www.wealthadviser.co/2017/03/22/249888/nuveen-expands-alternatives-business-development-team <p><em><strong>Global investment manager Nuveen is expanding its alternative investments business development capabilities with the hire of James Wing and Michael Welch.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/22/249888/nuveen-expands-alternatives-business-development-team" target="_blank">read more</a></p> Moves & Appointments Wed, 22 Mar 2017 16:51:28 +0000 Emily.Perryman 249888 at http://www.wealthadviser.co Global assets in smart beta equity ETFs/ETPs reach new record high http://www.wealthadviser.co/2017/03/22/249887/global-assets-smart-beta-equity-etfsetps-reach-new-record-high <p><em><strong>Assets invested in smart beta equity ETFs/ETPs listed globally reached a new record high of USD559.78 billion at the end of February surpassing the prior record of USD534 billion at the end of January 2017, according to data from ETFGI.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/22/249887/global-assets-smart-beta-equity-etfsetps-reach-new-record-high" target="_blank">read more</a></p> ETFs Smart Beta Wed, 22 Mar 2017 16:48:59 +0000 beverlychandler 249887 at http://www.wealthadviser.co Quilter Cheviot adds to MPS team http://www.wealthadviser.co/2017/03/22/249886/quilter-cheviot-adds-mps-team <p><em><strong>Quilter Cheviot, part of Old Mutual Wealth, has appointed investment manager Antony Webb to its London-based managed portfolio service (MPS) team.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/22/249886/quilter-cheviot-adds-mps-team" target="_blank">read more</a></p> Moves & Appointments Wed, 22 Mar 2017 16:48:55 +0000 Emily.Perryman 249886 at http://www.wealthadviser.co Kames Capital to launch short dated high yield global bond fund http://www.wealthadviser.co/2017/03/22/249885/kames-capital-launch-short-dated-high-yield-global-bond-fund <p><em><strong>Kames Capital is to launch a short dated high yield bond fund aimed at providing attractive risk adjusted returns, while maintaining low interest rate and credit sensitivity &ndash; subject to regulatory approval.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/22/249885/kames-capital-launch-short-dated-high-yield-global-bond-fund" target="_blank">read more</a></p> Launches & Fundraising Wed, 22 Mar 2017 16:48:07 +0000 Emily.Perryman 249885 at http://www.wealthadviser.co TCW appoints senior account manager in client services http://www.wealthadviser.co/2017/03/22/249878/tcw-appoints-senior-account-manager-client-services <p><em><strong>Asset management firm The TCW Group has appointed Timothy Bitsberger as a managing director and senior account manager in the firm&rsquo;s client services group.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/22/249878/tcw-appoints-senior-account-manager-client-services" target="_blank">read more</a></p> Moves & Appointments Wed, 22 Mar 2017 14:03:23 +0000 Emily.Perryman 249878 at http://www.wealthadviser.co Saba launches closed-end fund-focused ETF http://www.wealthadviser.co/2017/03/22/249875/saba-launches-closed-end-fund-focused-etf <p><em><strong>Alternative investment firm Saba Capital Management has launched CEFS, an actively managed ETF that seeks to generate high income by investing in closed-end funds trading at a discount to net asset value (NAV) and hedging the ETF&#39;s risk to rising interest rates. &nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/22/249875/saba-launches-closed-end-fund-focused-etf" target="_blank">read more</a></p> ETFs Wed, 22 Mar 2017 13:44:57 +0000 Emily.Perryman 249875 at http://www.wealthadviser.co Goji launches diversified P2P lending bond http://www.wealthadviser.co/2017/03/22/249862/goji-launches-diversified-p2p-lending-bond <p><em><strong>Goji has launched what it says is the UK&rsquo;s first diversified peer-to-peer (P2P) lending proposition for financial advisers and wealth managers.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/22/249862/goji-launches-diversified-p2p-lending-bond" target="_blank">read more</a></p> Launches & Fundraising Wed, 22 Mar 2017 10:33:00 +0000 Emily.Perryman 249862 at http://www.wealthadviser.co Principal hires senior equity trader in London http://www.wealthadviser.co/2017/03/22/249859/principal-hires-senior-equity-trader-london <p><em><strong>Principal Global Investors has appointed Stuart Lawrence as senior equities trader in the firm&rsquo;s global trading team.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/22/249859/principal-hires-senior-equity-trader-london" target="_blank">read more</a></p> Moves & Appointments Wed, 22 Mar 2017 10:26:15 +0000 Emily.Perryman 249859 at http://www.wealthadviser.co AMP Capital makes changes to leadership team http://www.wealthadviser.co/2017/03/22/249854/amp-capital-makes-changes-leadership-team <p><em><strong>AMP Capital has made a number of changes to its leadership team, designed to better support clients and the firm&rsquo;s future growth in key asset classes and regions.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/22/249854/amp-capital-makes-changes-leadership-team" target="_blank">read more</a></p> Moves & Appointments Wed, 22 Mar 2017 10:09:55 +0000 Emily.Perryman 249854 at http://www.wealthadviser.co ACTIAM aiming for water-neutral investment portfolio by 2030 http://www.wealthadviser.co/2017/03/22/249849/actiam-aiming-water-neutral-investment-portfolio-2030 <p><em><strong>Asset manager ACTIAM is seeking to achieve a water-neutral investment portfolio by 2030 and has launched its first-ever water footprint which it says is already 2.5 times lower than that of comparable funds.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/22/249849/actiam-aiming-water-neutral-investment-portfolio-2030" target="_blank">read more</a></p> Companies Wed, 22 Mar 2017 09:49:23 +0000 Emily.Perryman 249849 at http://www.wealthadviser.co Ultimus to service Peachtree Alternative Strategies Fund http://www.wealthadviser.co/2017/03/22/249846/ultimus-service-peachtree-alternative-strategies-fund <p><em><strong>Ultimus Fund Solutions has been selected to launch and service the Peachtree Alternative Strategies Fund, a non-exchange traded closed-end fund.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/22/249846/ultimus-service-peachtree-alternative-strategies-fund" target="_blank">read more</a></p> Launches & Fundraising Mandates Wed, 22 Mar 2017 09:41:43 +0000 Emily.Perryman 249846 at http://www.wealthadviser.co February sees new record highs in ETF assets globally http://www.wealthadviser.co/2017/03/21/249834/february-sees-new-record-highs-etf-assets-globally <p><em><strong>ETF data firm ETFGI reports assets invested in active ETFs/ETPs listed globally reached a new record high of USD47.49 billion at the end of February passing the prior record of USD46 billion set at the end of January 2017.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/21/249834/february-sees-new-record-highs-etf-assets-globally" target="_blank">read more</a></p> ETFs Tue, 21 Mar 2017 15:41:09 +0000 beverlychandler 249834 at http://www.wealthadviser.co Lyxor launches UK GBP inflation expectation ETF http://www.wealthadviser.co/2017/03/21/249833/lyxor-launches-uk-gbp-inflation-expectation-etf <p><em><strong>Lyxor has launched the Lyxor UK&pound; 10Y Inflation Expectations UCITS ETF, a new option for investors seeking exposure to inflation expectations.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/21/249833/lyxor-launches-uk-gbp-inflation-expectation-etf" target="_blank">read more</a></p> ETFs Launches & Fundraising Tue, 21 Mar 2017 15:31:50 +0000 beverlychandler 249833 at http://www.wealthadviser.co ETF Securities writes precious metals receive boost from no change in the dot-plot http://www.wealthadviser.co/2017/03/21/249832/etf-securities-writes-precious-metals-receive-boost-no-change-dot-plot <p><em><strong>Morgane Delledonne, Associate Director &ndash; Fixed Income Strategist at ETF Securities writes that there has been no change in the Fed&rsquo;s dot-plot which has boosted precious metals.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/21/249832/etf-securities-writes-precious-metals-receive-boost-no-change-dot-plot" target="_blank">read more</a></p> Commodities & Resources ETFs Tue, 21 Mar 2017 15:24:07 +0000 beverlychandler 249832 at http://www.wealthadviser.co IFISA awareness still low http://www.wealthadviser.co/2017/03/21/249824/ifisa-awareness-still-low <p><em><strong>The new Innovative Finance ISA (IFISA) ticks the top three investment priorities but awareness of it remains low, according to research amongst UK investors.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/21/249824/ifisa-awareness-still-low" target="_blank">read more</a></p> Surveys & research Tue, 21 Mar 2017 12:45:57 +0000 Emily.Perryman 249824 at http://www.wealthadviser.co Brooks Macdonald’s Channel Islands subsidiary reports double digit growth http://www.wealthadviser.co/2017/03/21/249811/brooks-macdonald%E2%80%99s-channel-islands-subsidiary-reports-double-digit-growth <p><em><strong>The Channel Islands subsidiary of independent investment manager Brooks Macdonald achieved double digit growth and saw discretionary funds under management (FUM) rise by 10 per cent over the second half of 2016.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/03/21/249811/brooks-macdonald%E2%80%99s-channel-islands-subsidiary-reports-double-digit-growth" target="_blank">read more</a></p> Companies Tue, 21 Mar 2017 10:33:18 +0000 Emily.Perryman 249811 at http://www.wealthadviser.co