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Morningstar IM launches new adviser managed retirement accounts platform

Fri, 19/04/2019 - 12:28

Morningstar Investment Management, a provider of discretionary investment management and advisory services and a subsidiary of Morningstar, Inc, has launched its new adviser managed accounts platform.  »

New Intelliflo paper helps advisers 'see business in 3D'

Thu, 18/04/2019 - 10:51

Intelliflo has published a new white paper aimed at financial advisers who are focused on expanding the size and revenue of their businesses. »

Buck makes new UK appointments

Thu, 18/04/2019 - 10:50

Buck, a consulting, administration, and technology services firm specialising in pensions and employee benefits, has announced a range of new appointments across the business.  »

Justin Dammer, Vistra

Jordan’s Group completes Vistra rebranding

Thu, 18/04/2019 - 09:26

Jordans Group, a provider of company formations, business information, legal and corporate services based in the UK, has completed its rebranded as Vistra. »

PIMFA adds four new board members

Thu, 18/04/2019 - 09:23

The Personal Investment Management and Financial Advice Association (PIMFA), the trade association for investment managers and financial advisers, has added four new members to its Board of directors. »

Michael Libertore, Broadridge

Broadridge to acquire TD Ameritrade Retirement Plan custody and trust assets

Thu, 18/04/2019 - 09:19

Broadridge Financial Solutions is to acquire the retirement plan custody and trust assets from TD Ameritrade Trust Company, a subsidiary of TD Ameritrade Holding Company.  »

Man with loud hailer

Wells Fargo Asset Management adds Global Multi-Asset Income Fund and Global Factor Enhanced Equity Fund

Thu, 18/04/2019 - 09:14

Wells Fargo Asset Management (WFAM) has launched the Global Multi-Asset Income Fund and the Global Factor Enhanced Equity Fund, both sub-funds of the Wells Fargo (Lux) Worldwide UCITS Fund and available to institutional and retail investors.  »

Green world

Citi issues nine structured green bonds to finance sustainable development

Wed, 17/04/2019 - 14:08

Citi has issued nine structured green bonds with the proceeds set to be allocated exclusively to finance loans or investments made by Citi for assets or projects that meet Citi’s green bond eligibility criteria.  »

MAI Capital Management acquires wealth management division of CCI Financial Group

Wed, 17/04/2019 - 14:02

MAI Capital Management (MAI), an independent registered investment adviser that specialises in investment and financial planning for high net worth and ultra-high net worth individuals and families, has acquired the wealth management business of CCI Financial Group Inc (CCI). »

Ex-UBS advisers launch Wealth Partners Alliance in Dallas

Wed, 17/04/2019 - 10:39

A team of financial advisers recently left UBS Financial Services to launch a new full-service independent wealth management firm in Dallas named Wealth Partners Alliance. »

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