Wealth Adviser - Daily News http://www.wealthadviser.co/ en Neuberger Berman broadens multi-asset UCITS offering http://www.wealthadviser.co/2016/12/06/246464/neuberger-berman-broadens-multi-asset-ucits-offering <p><em><strong>Neuberger Berman is extending its suite of multi-asset solutions with the launch of two UCITS Funds &ndash; the Multi-Asset Risk Premia Fund and the Multi-Asset Class Income Fund.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/06/246464/neuberger-berman-broadens-multi-asset-ucits-offering" target="_blank">read more</a></p> UCITs Launches & Fundraising Tue, 06 Dec 2016 09:27:57 +0000 Emily.Perryman 246464 at http://www.wealthadviser.co RS Investments named manager of Vanguard Mid-Cap Growth Fund http://www.wealthadviser.co/2016/12/06/246463/rs-investments-named-manager-vanguard-mid-cap-growth-fund <p><em><strong>Victory Capital Management, through its RS Investments team, is to serve as a manager of the USD4.1 billion Vanguard Mid-Cap Growth Fund.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/06/246463/rs-investments-named-manager-vanguard-mid-cap-growth-fund" target="_blank">read more</a></p> Mandates Tue, 06 Dec 2016 09:25:05 +0000 Emily.Perryman 246463 at http://www.wealthadviser.co Greenspoon Marder launches international wealth and asset planning practice group http://www.wealthadviser.co/2016/12/06/246462/greenspoon-marder-launches-international-wealth-and-asset-planning-practice-group <p><em><strong>Greenspoon Marder has launched an international wealth and asset planning practice group chaired by shareholder Barry S Engel, an attorney with an expertise in asset protection planning and integrated estate planning.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/06/246462/greenspoon-marder-launches-international-wealth-and-asset-planning-practice-group" target="_blank">read more</a></p> Wealth Tue, 06 Dec 2016 09:23:11 +0000 Emily.Perryman 246462 at http://www.wealthadviser.co BlackRock Solutions integrates ICE Data Services’ CEP tool http://www.wealthadviser.co/2016/12/06/246452/blackrock-solutions-integrates-ice-data-services%E2%80%99-cep-tool <p><em><strong>International Exchange (ICE) Data Services&rsquo; Continuous Evaluated Pricing (CEP) has been integrated into BlackRock Solutions&rsquo; Aladdin risk and enterprise investment system.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/06/246452/blackrock-solutions-integrates-ice-data-services%E2%80%99-cep-tool" target="_blank">read more</a></p> Technology and software solutions Trading & Execution Tue, 06 Dec 2016 09:04:59 +0000 Emily.Perryman 246452 at http://www.wealthadviser.co Victory Capital invests in Cerebellum Capital http://www.wealthadviser.co/2016/12/06/246448/victory-capital-invests-cerebellum-capital <p><em><strong>Victory Capital&rsquo;s parent company, Victory Capital Holdings, has acquired a minority stake in Cerebellum Capital, an investment management firm that specialises in machine learning.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/06/246448/victory-capital-invests-cerebellum-capital" target="_blank">read more</a></p> Investments Tue, 06 Dec 2016 08:55:31 +0000 Emily.Perryman 246448 at http://www.wealthadviser.co Oil ETPs reach peak outflows http://www.wealthadviser.co/2016/12/05/246444/oil-etps-reach-peak-outflows <p><em><strong>ETF Securities writes that oil ETP outflows reached their highest level since August 2010 as investors take profit on a 15 per cent surge in prices. &ldquo;There were USD126 million of outflows from long oil ETPs. OPEC&rsquo;s landmark deal to cut production for the first time in eight years&rsquo; drove the market euphoria as participants responded to the headline cut of 1.2 million barrels per day. However, anyone looking at the details can see that OPEC is not committing to cutting 1.2 million barrels from today&rsquo;s levels,&rdquo; the firm writes.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/05/246444/oil-etps-reach-peak-outflows" target="_blank">read more</a></p> Commodities & Resources ETFs Oil Mon, 05 Dec 2016 17:37:16 +0000 beverlychandler 246444 at http://www.wealthadviser.co Piper Jaffray and CIBC enter exclusive equity research distribution agreement http://www.wealthadviser.co/2016/12/05/246442/piper-jaffray-and-cibc-enter-exclusive-equity-research-distribution-agreement <p><em><strong>Piper Jaffray Companies, an investment bank and asset management firm, is entering into an exclusive equity research distribution agreement with the capital markets arm of Canadian Imperial Bank of Commerce (CIBC).</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/05/246442/piper-jaffray-and-cibc-enter-exclusive-equity-research-distribution-agreement" target="_blank">read more</a></p> Deals and Transactions Mon, 05 Dec 2016 12:48:15 +0000 Emily.Perryman 246442 at http://www.wealthadviser.co Fairstone acquires advice business through DBO http://www.wealthadviser.co/2016/12/05/246441/fairstone-acquires-advice-business-through-dbo <p><em><strong>Fairstone Group has now fully-acquired Leicestershire-based My Wealth Management.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/05/246441/fairstone-acquires-advice-business-through-dbo" target="_blank">read more</a></p> Acquisitions Mon, 05 Dec 2016 12:44:22 +0000 Emily.Perryman 246441 at http://www.wealthadviser.co Tradeweb reports November as most active month of trading since the credit crisis http://www.wealthadviser.co/2016/12/05/246426/tradeweb-reports-november-most-active-month-trading-credit-crisis <p><em><strong>ETF marketplace provider, Tradeweb Markets, reports a record volume of USD7.9 trillion in November, the most active month of trading across its platforms since the credit crisis.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/05/246426/tradeweb-reports-november-most-active-month-trading-credit-crisis" target="_blank">read more</a></p> ETFs Mon, 05 Dec 2016 12:41:14 +0000 beverlychandler 246426 at http://www.wealthadviser.co Fairstone completes acquisition of advice business through DBO http://www.wealthadviser.co/2016/12/05/246433/fairstone-completes-acquisition-advice-business-through-dbo <p><em><strong>Fairstone Group, incorporating the largest Chartered Financial Planning firm in the UK announces that it has now fully-acquired Leicestershire-based My Wealth Management.&nbsp; The deal follows the recent announcement of the acquisition of Angela Murfitt Financial Services, and finalises the purchase of the company under Fairstone&rsquo;s downstream buyout (DBO) model.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/05/246433/fairstone-completes-acquisition-advice-business-through-dbo" target="_blank">read more</a></p> Acquisitions Wealth Deals and Transactions Mon, 05 Dec 2016 12:33:52 +0000 beverlychandler 246433 at http://www.wealthadviser.co More robust regulation needed to move ESG forward, says PRI guide http://www.wealthadviser.co/2016/12/05/246437/more-robust-regulation-needed-move-esg-forward-says-pri-guide <p><em><strong>Although some responsible investment regulation is useful in terms of increasing awareness of ESG, investors are still sceptical about whether or not this regulation is driving real change, a report by the Principles for Responsible Investment (PRI) has found.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/05/246437/more-robust-regulation-needed-move-esg-forward-says-pri-guide" target="_blank">read more</a></p> North America Europe Asia-Pacific Mon, 05 Dec 2016 12:28:05 +0000 Emily.Perryman 246437 at http://www.wealthadviser.co Growth Street launches P2P investment opportunity for individuals http://www.wealthadviser.co/2016/12/05/246424/growth-street-launches-p2p-investment-opportunity-individuals <p><em><strong>Growth Street, an alternative banking service provider for SMEs, is now listed as an appointed representative (AR) on the Financial Conduct Authority&rsquo;s (FCA) Financial Services Register.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/05/246424/growth-street-launches-p2p-investment-opportunity-individuals" target="_blank">read more</a></p> Investments Mon, 05 Dec 2016 10:28:14 +0000 Emily.Perryman 246424 at http://www.wealthadviser.co Silverfinch launches quadruple data solution http://www.wealthadviser.co/2016/12/05/246413/silverfinch-launches-quadruple-data-solution <p><em><strong>Silverfinch, a look-through and data distribution hub for client regulatory reporting, has added three new capabilities to its data model in response to clients&rsquo; changing regulatory requirements.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/05/246413/silverfinch-launches-quadruple-data-solution" target="_blank">read more</a></p> Compliance Mon, 05 Dec 2016 09:30:06 +0000 Emily.Perryman 246413 at http://www.wealthadviser.co Osterweis launches Emerging Opportunity Fund http://www.wealthadviser.co/2016/12/05/246410/osterweis-launches-emerging-opportunity-fund <p><em><strong>Osterweis Capital Management has launched the Osterweis Emerging Opportunity Fund, which seeks to invest in high quality companies within emerging industries and market niches with significant revenue and earnings growth potential.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/05/246410/osterweis-launches-emerging-opportunity-fund" target="_blank">read more</a></p> Launches & Fundraising Mon, 05 Dec 2016 08:19:47 +0000 Emily.Perryman 246410 at http://www.wealthadviser.co WisdomTree Europe comments on investing in a post Trump world http://www.wealthadviser.co/2016/12/05/246408/wisdomtree-europe-comments-investing-post-trump-world <p><em><strong>ETF provider WisdomTree Europe has collected its thoughts on allocating for a President Trump world, declaring that a Trump victory &ndash; especially coupled with a Republican Congress &ndash; is very good for US mid-cap, US small-cap and overseas markets, such as Japan, that are sensitive to a strong USD/ weak domestic currency.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/05/246408/wisdomtree-europe-comments-investing-post-trump-world" target="_blank">read more</a></p> ETFs North America Mon, 05 Dec 2016 08:09:07 +0000 beverlychandler 246408 at http://www.wealthadviser.co Citizens Bank adds digital investing capabilities to wealth management platform http://www.wealthadviser.co/2016/12/02/246397/citizens-bank-adds-digital-investing-capabilities-wealth-management-platform <p><em><strong>Citizens Bank is to offer digital investing capabilities to consumers through its affiliate Citizens Investment Services, as part of its growing wealth management platform.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/02/246397/citizens-bank-adds-digital-investing-capabilities-wealth-management-platform" target="_blank">read more</a></p> Platforms Wealth Fri, 02 Dec 2016 12:28:48 +0000 Emily.Perryman 246397 at http://www.wealthadviser.co Moneyfarm makes CIO and CFO appointments http://www.wealthadviser.co/2016/12/02/246387/moneyfarm-makes-cio-and-cfo-appointments <p><em><strong>Digital wealth manager Moneyfarm has appointed a chief investment officer (CIO) and a chief financial officer (CFO).</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/02/246387/moneyfarm-makes-cio-and-cfo-appointments" target="_blank">read more</a></p> Moves & Appointments Fri, 02 Dec 2016 10:31:26 +0000 Emily.Perryman 246387 at http://www.wealthadviser.co InvestUK secures UK real-estate agreement with China’s Henry Global http://www.wealthadviser.co/2016/12/02/246386/investuk-secures-uk-real-estate-agreement-china%E2%80%99s-henry-global <p><em><strong>InvestUK has secured a partnership agreement with Henry Global Consulting Group, one of China&rsquo;s largest overseas property investors, to participate in InvestUK&rsquo;s USD1 billion Education Bond,&nbsp;targeted at UK affordable housing.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/02/246386/investuk-secures-uk-real-estate-agreement-china%E2%80%99s-henry-global" target="_blank">read more</a></p> Real Estate Fri, 02 Dec 2016 10:30:01 +0000 Emily.Perryman 246386 at http://www.wealthadviser.co Heartwood launches ethical accounts http://www.wealthadviser.co/2016/12/02/246377/heartwood-launches-ethical-accounts <p><em><strong>Research published earlier this year from GBP2.8 billion Heartwood Investment Management revealed that one in four IFAs has seen an increase in client demand for globally diversified ethical investing over the last few years, while just two in five were satisfied with the current range of ethical investment options on offer.</strong></em></p> <div class="field field-type-text field-field-replacement-label"> <div class="field-items"> <div class="field-item odd"> Interview </div> </div> </div> <p><a href="http://www.wealthadviser.co/2016/12/02/246377/heartwood-launches-ethical-accounts" target="_blank">read more</a></p> Ethical and Sustainable Investing Funds Fri, 02 Dec 2016 09:38:45 +0000 beverlychandler 246377 at http://www.wealthadviser.co BBR Partners opens Chicago office http://www.wealthadviser.co/2016/12/02/246371/bbr-partners-opens-chicago-office <p><em><strong>BBR Partners, a New York-based wealth management firm, has opened its third office in Chicago, Illinois.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/12/02/246371/bbr-partners-opens-chicago-office" target="_blank">read more</a></p> Moves & Appointments Fri, 02 Dec 2016 09:07:53 +0000 Emily.Perryman 246371 at http://www.wealthadviser.co