Daily News http://www.wealthadviser.co/ en John Hancock Investments reduces fees on range of funds http://www.wealthadviser.co/2015/07/07/226538/john-hancock-investments-has-announced-package-expense-reductions <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>John Hancock Investments has announced a reduction in fees&nbsp;&ndash; its fourth such move in less than three years &ndash; on a broad range of funds that together represent more than USD36 billion in assets under management.&nbsp;</em></strong></p> Results and performance Tue, 07 Jul 2015 12:56:39 +0000 Leah.Cunningham 226538 at http://www.wealthadviser.co CenterSquare Investment Management appoints Scott Crowe to new chief investment strategist role http://www.wealthadviser.co/2015/07/07/226527/centersquare-investment-management-appoints-scott-crowe-new-chief-investment-strat <a href="http://www.globalfunddata.com/funds/search/property'?title=&status=Active&return_date=2012-07-07&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>CenterSquare Investment Management, an investment boutique of BNY Mellon, has appointed Scott Crowe to Chief Investment Strategist. In this newly created position, Crowe reports directly to Todd Briddell, CenterSquare&#39;s Chief Executive Officer and Chief Investment Officer.</em></strong></p> Moves & Appointments Tue, 07 Jul 2015 09:37:45 +0000 Leah.Cunningham 226527 at http://www.wealthadviser.co Stamp indices show continued growth http://www.wealthadviser.co/2015/07/07/226523/stamp-indices-show-continued-growth <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"> inhouse content </div> </div> </div> <p><em><strong>The latest Stanley Gibbons GB30 and GB250 indices revealed continued growth from 2014 with 2015 representing the 45th year in a row that the GB30 index has increased in value.</strong></em></p> Indexes Tue, 07 Jul 2015 08:24:59 +0000 beverlychandler 226523 at http://www.wealthadviser.co S&P Capital IQ adds intra-day pricing on munis to offering http://www.wealthadviser.co/2015/07/07/226513/sp-capital-iq-adds-intra-day-pricing-munis-offering <a href="http://www.globalfunddata.com/funds/search/hedge'?title=&status=Active&return_date=2012-07-07&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>S&amp;P Capital IQ has launched a new intra-day municipal bond pricing service designed to assist regulatory and industry efforts aimed at bringing about greater transparency to the market. &nbsp;</em></strong></p> Launches & Fundraising Tue, 07 Jul 2015 06:43:24 +0000 Leah.Cunningham 226513 at http://www.wealthadviser.co OECD backs Guernsey as a cooperative jurisdiction http://www.wealthadviser.co/2015/07/07/226510/oecd-backs-guernsey-cooperative-jurisdiction <a href="http://www.globalfunddata.com/funds/search/equity'?title=&status=Active&return_date=2012-07-07&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>The Organisation for Economic Cooperation and Development (OECD) &ndash; the international standards-setter for tax transparency and cooperation &ndash; has underlined Guernsey&rsquo;s reputation as a cooperative jurisdiction.</em></strong></p> Professional bodies Tue, 07 Jul 2015 06:36:05 +0000 Leah.Cunningham 226510 at http://www.wealthadviser.co Loomis Sayles joins UN’s responsible investment initiative http://www.wealthadviser.co/2015/07/07/226506/loomis-sayles-joins-un%E2%80%99s-responsible-investment-initiative <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>Loomis, Sayles has signed up to the United Nations-supported Principles for Responsible Investment (PRI) Initiative, a global network for investors who are committed to integrating environmental, social and governance (ESG) considerations.</em></strong></p> Investments Tue, 07 Jul 2015 06:28:10 +0000 Leah.Cunningham 226506 at http://www.wealthadviser.co Record Year for Fonds de solidarité FTQ http://www.wealthadviser.co/2015/07/06/226499/record-year-fonds-de-solidarit%C3%A9-ftq <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 Fonds de solidarit&eacute; FTQ has reported comprehensive income of CAD992&nbsp;million and net assets of CAD11.1&nbsp;billion for the year ended May 31, 2015.</em></strong></p> Results and performance Mon, 06 Jul 2015 14:12:48 +0000 Leah.Cunningham 226499 at http://www.wealthadviser.co Hawksford strengthens corporate capabilities with associate director appointment http://www.wealthadviser.co/2015/07/06/226495/hawksford-strengthens-corporate-capabilities-associate-director-appointment <a href="http://www.globalfunddata.com/funds/search/equity'?title=&status=Active&return_date=2012-07-07&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>Hawksford has appointed Moira Ashby as an associate director. Ashby (pictured) will be part of the team responsible for defining, building and growing Hawksford&rsquo;s corporate business.</em></strong></p> Moves & Appointments Mon, 06 Jul 2015 14:05:17 +0000 Leah.Cunningham 226495 at http://www.wealthadviser.co Zuma Bay Capital launches volatility-based alternative investment fund http://www.wealthadviser.co/2015/07/06/226490/zuma-bay-capital-launches-volatility-based-alternative-investment-fund <a href="http://www.globalfunddata.com/funds/search/etf'?title=&status=Active&return_date=2012-07-07&searchType=advanced" title="See all ETF funds" alt="See all ETF funds">ETF</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>Zuma Bay Capital, a California registered investment advisor (RIA), has launched the Zuma Bay Volatility Fund, which aims to deliver consistent market-neutral returns with limited downside exposure.</em></strong></p> Launches & Fundraising Mon, 06 Jul 2015 13:55:40 +0000 Leah.Cunningham 226490 at http://www.wealthadviser.co New Solactive index to capture opportunities as Cuba opens up http://www.wealthadviser.co/2015/07/06/226488/new-solactive-index-capture-opportunities-cuba-opens <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>Solactive AG has launched the Solactive Cuba Focused Caribbean Index, designed to follow North and South American companies likely to gain from the recent opening up of Cuba to the US.</em></strong></p> Launches & Fundraising Mon, 06 Jul 2015 13:52:14 +0000 Leah.Cunningham 226488 at http://www.wealthadviser.co Bellpenny acquires GBP196m FUM Cranfield Financial Services http://www.wealthadviser.co/2015/07/06/226487/bellpenny-acquires-gbp196m-fum-cranfield-financial-services <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>Wealth manager Bellpenny has completed the acquisition of London-based IFA Cranfield Financial Services Limited (Cranfield). Cranfield brings GBP196m of funds under management, with four financial planners joining Bellpenny.</em></strong></p> Acquisitions Mon, 06 Jul 2015 13:49:30 +0000 Leah.Cunningham 226487 at http://www.wealthadviser.co 73 per cent of UK pensioners have not taken a cash lump sum despite 60 per cent saying they intended to http://www.wealthadviser.co/2015/07/06/226486/73-cent-uk-pensioners-have-not-taken-cash-lump-sum-despite-60-cent-saying-they-int <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>National research tracking the actions of UK pension planners imminently affected by the 6 April pension reforms has unveiled 73 per cent of those aged 55+ (and financially eligible) have chosen not to withdraw any funds since the freedoms became available.</em></strong></p> Surveys & research Mon, 06 Jul 2015 13:47:35 +0000 Leah.Cunningham 226486 at http://www.wealthadviser.co EI Sturdza Investment Funds launches European Smaller Companies Fund http://www.wealthadviser.co/2015/07/06/226481/ei-sturdza-investment-funds-launches-european-smaller-companies-fund <a href="http://www.globalfunddata.com/funds/search/hedge'?title=&status=Active&return_date=2012-07-07&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>EI Sturdza Investment Funds has launched of the EI Sturdza Strategic European Smaller Companies Fund, which will be managed by Bertrand Faure and his team of European equity investment experts.</em></strong></p> Launches & Fundraising Mon, 06 Jul 2015 13:34:17 +0000 Leah.Cunningham 226481 at http://www.wealthadviser.co Steamboat Capital Partners launches on Sciens MAP http://www.wealthadviser.co/2015/07/06/226480/steamboat-capital-partners-launches-sciens-map <a href="http://www.globalfunddata.com/funds/search/hedge'?title=&status=Active&return_date=2012-07-07&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>Steamboat Capital Partners has launched its event-driven, long-short strategy on the Sciens Managed Account Platform. Steamboat is a fundamental, value oriented investment firm that specialises in undervalued and catalyst driven investments.</em></strong></p> Launches & Fundraising Mon, 06 Jul 2015 13:31:51 +0000 Leah.Cunningham 226480 at http://www.wealthadviser.co Insch launches actively managed gold strategy http://www.wealthadviser.co/2015/07/06/226477/insch-launches-actively-managed-gold-strategy <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"> inhouse content </div> </div> </div> <p><em><strong>Insch Capital Management SA, the investment adviser to the Insch Insight Limited funds, has launched Kintore &ndash; an actively managed gold/currency investment strategy. </strong></em></p> Commodities & Resources Mon, 06 Jul 2015 09:13:03 +0000 beverlychandler 226477 at http://www.wealthadviser.co Vanguard believes rates rises may be on the cards http://www.wealthadviser.co/2015/07/06/226476/vanguard-believes-rates-rises-may-be-cards <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"> inhouse content </div> </div> </div> <p><em><strong>Speaking in a webinar, Vanguard&rsquo;s Ken Volpert, head of investments for Europe, and Peter Westaway, chief economist and head of investment strategy group for Europe, discussed the critical factors driving core government bond markets last week. </strong></em></p> ETFs Mon, 06 Jul 2015 08:24:22 +0000 beverlychandler 226476 at http://www.wealthadviser.co Investor research: Have your say! http://www.wealthadviser.co/2015/05/13/223471/have-your-say <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>The current economic climate may be difficult to read but it does present investment&nbsp;opportunities.&nbsp;Identifying these opportunities and the systems to support them is becoming an increasing challenge.</strong></em></p> Surveys & research Mon, 06 Jul 2015 07:40:45 +0000 mkitchen 223471 at http://www.wealthadviser.co BlackRock makes benchmark changes to four iShares ETFs http://www.wealthadviser.co/2015/07/06/226467/blackrock-makes-benchmark-changes-four-ishares-etfs <a href="http://www.globalfunddata.com/funds/search/etf'?title=&status=Active&return_date=2012-07-07&searchType=advanced" title="See all ETF funds" alt="See all ETF funds">ETF</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>BlackRock is planning to make benchmark &mdash; and in some cases name &mdash; changes to four iShares ETFs based on an ongoing process to review its product lineup and ensure it meets the evolving needs of its clients.</em></strong></p> ETFs Mon, 06 Jul 2015 06:38:18 +0000 Leah.Cunningham 226467 at http://www.wealthadviser.co Thesis model portfolio service added to Transact platform http://www.wealthadviser.co/2015/07/06/226280/thesis-model-portfolio-service-added-transact-platform <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>Thesis Asset Management&rsquo;s model portfolio service is now available on the Transact platform. Managed by Steven Richards, the Thesis model portfolio service offers clients seven core investment portfolios.</em></strong></p> Platforms Mon, 06 Jul 2015 05:00:00 +0000 Leah.Cunningham 226280 at http://www.wealthadviser.co HMOs for UK working professionals outperform standard BTL investments by 40 per cent from 2010-14 http://www.wealthadviser.co/2015/06/04/226279/hmos-uk-working-professionals-outperform-standard-btl-investments-40-cent-2010-14 <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>Total returns for houses in multiple occupation (HMOs) rented to young professionals and key workers outperformed standard single occupancy buy-to-let (BTL) investments, equities, gilts, commercial property and cash, in the period from 2010-2014.</em></strong></p> Surveys & research Sat, 04 Jul 2015 00:00:00 +0000 Leah.Cunningham 226279 at http://www.wealthadviser.co