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Kenneth Froot, State Street

Investor confidence down by 9.4 points in January to 70.2

Wed, 30/01/2019 - 18:09

The State Street Global Investor Confidence Index decreased to 70.2 in January, down 9.4 points from December’s revised reading of 79.6. »

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GPP appoints Chief Risk Officer

Wed, 30/01/2019 - 10:46

GPP, a prime broking, investor services and wealth solutions firm, has hired James Parker for the position of Chief Risk Officer (CRO). »

Will Goodhart, CFA UK

Investors’ outlook on bonds improves as market volatility increases, says CFA UK survey

Wed, 30/01/2019 - 10:34

CFA UK’s latest quarterly Valuations Index, measuring investors’ perceptions of the value of equities, bonds and gold in Q4 2018, reveals a positive shift in investors’ outlook on both government and corporate bonds, which have consistently been perceived as overvalued by the majority of investors in recent quarters. »

Steve Rogers, Shelton Capital

Shelton Capital Management acquires Cedar Ridge Partners

Wed, 30/01/2019 - 10:26

Shelton Capital Management has acquired Cedar Ridge, effective 25 January 2019, and is now the investment advisor to the Cedar Ridge Unconstrained Credit Fund (CRUMX/CRUPX). »

Advisers have welcomed Best Interests duty, says new research

Wed, 30/01/2019 - 09:31

Research released today by HUB24 Limited, conducted with over 300 Australian financial advisers, has shown the Best Interests Duty (BID) has been overwhelmingly welcomed since its introduction in 2013. »

Patriot Wealth Management joins LPL Financial platforms

Wed, 30/01/2019 - 09:19

Patriot Wealth Management has joined LPL Financial’s broker-dealer and corporate registered investment advisor platforms.   »

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TD Asset Management launches F-Series of TD Fixed Income Pool

Wed, 30/01/2019 - 09:13

TD Asset Management (TDAM) has launched the F-Series of the TD Fixed Income Pool (the Fund). The Fund is designed to provide fixed income diversification through its exposure to Canadian and global debt. »

Openwork adds record number of mortgage firms and advisers

Tue, 29/01/2019 - 09:50

UK financial advice network Openwork has experienced its most successful year for a decade in terms of new mortgage firm and adviser recruitment. »

Joerg de Vries Hippen, Allianz

Dividends to provide a welcome cushion for investors in an uncertain 2019, says new report

Tue, 29/01/2019 - 09:15

Amidst an uncertain political backdrop, dividends look set to remain an important anchor for investors in 2019, according to new analysis by Allianz Global Investors, one of the world’s leading active investment managers. »

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Lazard Asset Management appoints co-heads of Sustainable Investment and ESG

Tue, 29/01/2019 - 09:08

Lazard Asset Management (LAM) has appointed Jennifer Anderson and Nikita Singhal as Co-Heads of Sustainable Investment and ESG (environmental, social and governance). Anderson and Singhal are based in London and New York, respectively. »

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