Man with binoculars

Financial firms target USD3.4trn held by US retail investors in cash equivalents at banks


Financial firms are targeting USD3.4 trillion held by US retail investors in cash equivalents at banks, according to research by Cerulli Associates. »


Meeting

Gar Wood Securities and Axxcess to introduce emerging hedge fund managers to investors

Gar Wood Securities and Axxcess Wealth Management have formed a strategic relationship and joint marketing effort to introduce emerging US hedge fund managers to institutional clients, ultra-high net worth individuals and family offices. »


Partnership

Succession Resource Group partners with Financial Advocates

Succession Resource Group (SRG) has formed a strategic alliance with Financial Advocates (FA), an advisor services firm based in Olympia, Washington. »


Investments

Securities Service Network launches 7Twelve portfolios on Encompass

Securities Service Network (SSN) has contracted with Lunt Capital Management to provide SSN's network of independent financial advisors with models, research and marketing based on the 7Twelve investing philosophy. »


Computer screen

Waddell & Reed launches online CFP education programme for financial advisors

Waddell & Reed has partnered with the University of Georgia and Greene Consulting to provide an online opportunity for financial advisors to complete the Certified Financial Planner (CFP) qualification. »


Accounts

KBL epb half-year net profit up 19 per cent to EUR50 million

KBL European Private Bankers (KBL epb) has reported a net profit of EUR50 million for the first half of 2014, an increase of over 19 per cent on the same period last year (EUR41.9m). »


Green world

Most managers view increasing focus on ESG strategies as secular trend

The majority (87 per cent) of asset managers view the increase in attention to environmental, social, governance (ESG) strategies as a secular trend, according to the August 2014 issue of The Cerulli Edge – US Monthly Product Trends. »


Up arrow

SLI’s MyFolio funds pass GBP5bn in AUM

Increasing demand for Standard Life Investment’s (SLI) range of 25 MyFolio funds has pushed assets under management through the GBP5bn mark. »


Cayman Islands

JTC Group granted Cayman Islands licence

JTC Group has been granted a licence to provide the firm’s full suite of private client, corporate, fund and real estate services in the Cayman Islands.  »


Newspaper and money

GAM launches GAM Star MBS Total Return Fund

GAM has launched the GAM Star MBS Total Return Fund – a UCITS-compliant version of an institutional investment strategy. »


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