Wealth Adviser - Daily News http://www.wealthadviser.co/ en Forex Development names Peg Reed as COO http://www.wealthadviser.co/2016/08/24/242932/forex-development-names-peg-reed-coo <p><em><strong>Forex Development Corporation (FDC), a provider of FX prime broker solutions, has appointed Peg Reed as the company&rsquo;s chief operating officer (COO).</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/24/242932/forex-development-names-peg-reed-coo" target="_blank">read more</a></p> Moves & Appointments Wed, 24 Aug 2016 08:38:34 +0000 Emily.Perryman 242932 at http://www.wealthadviser.co Cody Lummus joins Lear Investment Management http://www.wealthadviser.co/2016/08/24/242931/cody-lummus-joins-lear-investment-management <p><em><strong>Lear Investment Management, a Dallas-based firm focused on portfolio management and research, has appointed Cody Lummus as investment adviser.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/24/242931/cody-lummus-joins-lear-investment-management" target="_blank">read more</a></p> Moves & Appointments Wed, 24 Aug 2016 08:35:48 +0000 Emily.Perryman 242931 at http://www.wealthadviser.co EM bonds satisfy hunt for yield http://www.wealthadviser.co/2016/08/24/242929/em-bonds-satisfy-hunt-yield <p><em><strong>Antoine Lesn&eacute;, Head of SPDR ETF Strategy &amp; Research EMEA, has commented on emerging market EM debt and the hunt for yield.</strong></em>&nbsp;</p> <p><a href="http://www.wealthadviser.co/2016/08/24/242929/em-bonds-satisfy-hunt-yield" target="_blank">read more</a></p> ETFs Wed, 24 Aug 2016 08:33:27 +0000 beverlychandler 242929 at http://www.wealthadviser.co Context Macro Opportunities Fund passes USD100m in AUM http://www.wealthadviser.co/2016/08/24/242921/context-macro-opportunities-fund-passes-usd100m-aum <p><em><strong>The Context Macro Opportunities Fund has surpassed USD100 million in assets under management, a year after commencing operations on 4 August 2015.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/24/242921/context-macro-opportunities-fund-passes-usd100m-aum" target="_blank">read more</a></p> Funds Wed, 24 Aug 2016 07:58:39 +0000 Emily.Perryman 242921 at http://www.wealthadviser.co PensionDanmark yields DKK3.8bn investment return in first half http://www.wealthadviser.co/2016/08/23/242914/pensiondanmark-yields-dkk38bn-investment-return-first-half <p><em><strong>PensionDanmark yielded an investment return of DKK3.8 billion in the first six months of the year, equating to a return of 1.3 per cent for members age 40 and 3.2 per cent for members age 65, before taxes.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/23/242914/pensiondanmark-yields-dkk38bn-investment-return-first-half" target="_blank">read more</a></p> Companies Tue, 23 Aug 2016 12:54:14 +0000 Emily.Perryman 242914 at http://www.wealthadviser.co EQ Investors Positive Impact Portfolios added to Alliance Trust Savings platform http://www.wealthadviser.co/2016/08/23/242913/eq-investors-positive-impact-portfolios-added-alliance-trust-savings-platform <p><em><strong>EQ Investors has made its Positive Impact Portfolios available to advisers via the Alliance Trust Savings platform.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/23/242913/eq-investors-positive-impact-portfolios-added-alliance-trust-savings-platform" target="_blank">read more</a></p> Platforms Tue, 23 Aug 2016 12:50:38 +0000 Emily.Perryman 242913 at http://www.wealthadviser.co BMO Financial Group reports net income of CAD1.2bn for Q3 2016 http://www.wealthadviser.co/2016/08/23/242909/bmo-financial-group-reports-net-income-cad12bn-q3-2016 <p><em><strong>BMO Financial Group has reported net income of CAD1,245 million or CAD1.86 per share on a reported basis and net income of CAD1,295 million or CAD1.94 per share on an adjusted basis, for the third quarter ended 31 July.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/23/242909/bmo-financial-group-reports-net-income-cad12bn-q3-2016" target="_blank">read more</a></p> Companies Tue, 23 Aug 2016 12:41:25 +0000 Emily.Perryman 242909 at http://www.wealthadviser.co Aviva partners with Plug and Play http://www.wealthadviser.co/2016/08/23/242897/aviva-partners-plug-and-play <p><em><strong>Aviva is to partner with Plug and Play, a global digital start-up accelerator headquartered in Silicon Valley.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/23/242897/aviva-partners-plug-and-play" target="_blank">read more</a></p> Investments Technology and software solutions Tue, 23 Aug 2016 09:29:00 +0000 Emily.Perryman 242897 at http://www.wealthadviser.co Alpha FMC appoints Adrian Keen as CFO http://www.wealthadviser.co/2016/08/23/242893/alpha-fmc-appoints-adrian-keen-cfo <p><em><strong>Asset management consultancy Alpha FMC has appointed Adrian Keen as chief financial officer.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/23/242893/alpha-fmc-appoints-adrian-keen-cfo" target="_blank">read more</a></p> Moves & Appointments Tue, 23 Aug 2016 08:53:57 +0000 Emily.Perryman 242893 at http://www.wealthadviser.co Private Ocean tops USD1bn in assets http://www.wealthadviser.co/2016/08/23/242884/private-ocean-tops-usd1bn-assets <p><em><strong>Wealth management firm Private Ocean hit a new milestone this month when assets under management (AUM) topped USD1 billion for the first time.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/23/242884/private-ocean-tops-usd1bn-assets" target="_blank">read more</a></p> Companies Tue, 23 Aug 2016 08:29:26 +0000 Emily.Perryman 242884 at http://www.wealthadviser.co Half of financial advisers under pressure to offer more to clients http://www.wealthadviser.co/2016/08/23/242883/half-financial-advisers-under-pressure-offer-more-clients <p><em><strong>Over half of financial advisers are feeling under pressure to offer advice to clients on issues over and above their finances, research suggests.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/23/242883/half-financial-advisers-under-pressure-offer-more-clients" target="_blank">read more</a></p> Surveys & research Tue, 23 Aug 2016 08:27:55 +0000 Emily.Perryman 242883 at http://www.wealthadviser.co RealCap launches first crowdfunding opportunity http://www.wealthadviser.co/2016/08/22/242874/realcap-launches-first-crowdfunding-opportunity <p><em><strong>RealCap, a real estate crowdfunding company based in Santa Monica, California, has launched its first investment offering, the Self Storage Opportunity Fund.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/22/242874/realcap-launches-first-crowdfunding-opportunity" target="_blank">read more</a></p> Real Estate Launches & Fundraising Mon, 22 Aug 2016 13:59:58 +0000 Emily.Perryman 242874 at http://www.wealthadviser.co Source favours European equities http://www.wealthadviser.co/2016/08/22/242866/source-favours-european-equities <p><em><strong>A note from the Research team at ETF provider Source reveals that the firm favours European equities over those of the US and holds a maximum overweight to the Eurozone in the Source model portfolio, the Multi-Asset Portfolio.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/22/242866/source-favours-european-equities" target="_blank">read more</a></p> ETFs North America Europe Mon, 22 Aug 2016 13:32:34 +0000 beverlychandler 242866 at http://www.wealthadviser.co Charles Stanley comments on ETF flows http://www.wealthadviser.co/2016/08/22/242865/charles-stanley-comments-etf-flows <p><em><strong>John Redwood, Charles Stanley&rsquo;s Chief Global Strategist,&nbsp;has commented on the rising popularity of ETFs.&nbsp;He writes that by the end of June this year, ETFs had swollen to more than USD3 trillion worth of investments. </strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/22/242865/charles-stanley-comments-etf-flows" target="_blank">read more</a></p> ETFs Mon, 22 Aug 2016 13:26:25 +0000 beverlychandler 242865 at http://www.wealthadviser.co ZyFin reports Indian equities on firm footing http://www.wealthadviser.co/2016/08/22/242848/zyfin-reports-indian-equities-firm-footing <p><em><strong>ZyFin, the asset management and advisory firm focused on emerging market ETFs, has published its monthly review of the major economic trends in the Indian equity and debt markets.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/22/242848/zyfin-reports-indian-equities-firm-footing" target="_blank">read more</a></p> ETFs Asia-Pacific Mon, 22 Aug 2016 09:19:41 +0000 beverlychandler 242848 at http://www.wealthadviser.co rplan reports 75 per cent increase in flows into emerging market funds http://www.wealthadviser.co/2016/08/22/242845/rplan-reports-75-cent-increase-flows-emerging-market-funds <p><em><strong>Online retail investment platform rplan saw a 75 per cent increase in flows into emerging market funds between 1 June and 15 August 2016 when compared to the same period last year.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/22/242845/rplan-reports-75-cent-increase-flows-emerging-market-funds" target="_blank">read more</a></p> Companies Mon, 22 Aug 2016 09:07:58 +0000 Emily.Perryman 242845 at http://www.wealthadviser.co Hargreave Hale surpasses GBP6bn in funds under management http://www.wealthadviser.co/2016/08/22/242844/hargreave-hale-surpasses-gbp6bn-funds-under-management <p><em><strong>Hargreave Hale has exceeded the GBP6 billion mark in funds under management (FuM) despite volatile market conditions in the post-Brexit era.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/22/242844/hargreave-hale-surpasses-gbp6bn-funds-under-management" target="_blank">read more</a></p> Companies Mon, 22 Aug 2016 09:05:49 +0000 Emily.Perryman 242844 at http://www.wealthadviser.co Report finds that active asset managers outperform http://www.wealthadviser.co/2016/08/22/242837/report-finds-active-asset-managers-outperform <p><em><strong>A new report from Northill Capital entitled &lsquo;Nowhere to hide: Focused active asset managers outperform&rsquo;, finds that active asset managers focused on a single core skillset have significantly outperformed both generalist active asset managers and passive mandates across multiple asset classes over the past five years.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/22/242837/report-finds-active-asset-managers-outperform" target="_blank">read more</a></p> Surveys & research Mon, 22 Aug 2016 08:41:56 +0000 beverlychandler 242837 at http://www.wealthadviser.co Capita launches advice service for employees nearing retirement http://www.wealthadviser.co/2016/08/19/242820/capita-launches-advice-service-employees-nearing-retirement <p><em><strong>Capita Employee Benefits has joined forces with LV=, Foster Denovo Limited and Towry to offer guidance and financial advice to employees approaching retirement.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/19/242820/capita-launches-advice-service-employees-nearing-retirement" target="_blank">read more</a></p> Wealth Fri, 19 Aug 2016 09:03:40 +0000 Emily.Perryman 242820 at http://www.wealthadviser.co Advisory Research adds Cupps investment team http://www.wealthadviser.co/2016/08/19/242815/advisory-research-adds-cupps-investment-team <p><em><strong>The investment team of Chicago-based asset management firm Cupps Capital Management is joining Advisory Research.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/08/19/242815/advisory-research-adds-cupps-investment-team" target="_blank">read more</a></p> Moves & Appointments Fri, 19 Aug 2016 08:21:49 +0000 Emily.Perryman 242815 at http://www.wealthadviser.co