Advisor Group, a US network of independent wealth management firms, and Securities America has welcomed USE Credit Union (USECU) to the Securities America Financial Institutions platform.
Legal & General Investment Management (LGIM) has unveiled two new tech-driven initiatives to boost member engagement.
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A real mixed bag of new ETFs this week includes Innovator Capital Management’s new Stacker funds, the world’s first ETFs to offer a multiple exposure on the upside, to a cap, with a single exposure to the downside, plus a new Tabula fund designed to take advantage of the steepness in investment grade credit curves. We also have several new Xtrackers funds from DWS, three additions to Invesco’s BulletShares suite, as Nasdaq next 50 ETF from VictoryShares, plus a new ‘all-in-one’ retirement ETF from Vanguards based on eight existing equity and fixed income funds.
Wealth managers and private banks need to ‘democratise’ their service and product offerings to a wider audience of affluent clients to compete and grow in the new hyper-digital world. If firms do not democratise their proposition, they risk losing market share and failing to capitalise on the profound, digital-led transformation of the sector.
Kestra Financial, a wealth management platform for independent financial professionals, has added RS Will Wealth Management of Frederick, Maryland.
Oppenheimer & Co (Oppenheimer), an investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings, has formed a strategic alliance with global fintech firm, InvestCloud.
One Seven, a registered investment adviser and comprehensive business management platform for financial advisers, has launched 7-Tool Advisor, a new self-development and practice management solution for growth-minded advisors.
Wealth management group St James’s Place has launched its new InRetirement fund range, which has been developed specifically for those looking to support a regular income through retirement.
PIMFA, a trade association for the wealth management and financial advice industry, has given evidence to the House of Commons’ Work and Pension Select Committee inquiry into pension freedoms and scams.