LaSalle St, a family of independent wealth management firms encompassing independent broker-dealer and registered investment adviser (RIA) platforms, has launched a new Medicare support offering for financial advisers.
Active Savings, a savings marketplace from Hargreaves Lansdown, has added one of the biggest building societies in the UK, Leeds Building Society, to its platform, taking the total number of partner banks and building societies to 14, the largest ever number.
FinecoBank has announced that funds from AXA Investment Managers (AXA IM) are now available on its investing platform.
Financial advisers have reported a huge upsurge in environmental, social and governance (ESG) investing among their clients over the past 12 months.
Cetera, a specialist financial advice firm, has partnered with the newly launched Totus Wealth Management. The Texas-based team supports a reported USD2.4 billion in wealth management assets. Led by President & CEO, James Starnes, the practice offers full-service financial planning, a complete suite of wealth management services and an array of insurance and protection products.
Intelligent decisioning technology provider LendingMetrics has upgraded its API platform for wealth managers to automate fraud detection and compliance requirements.
VanEck offered a new take on investing in the digital assets space this week, with the listing of the VanEck Vectors Digital Assets Equity UCITS ETF on the LSE which gives investors diversified access to companies operating in the crypto and blockchain industries rather than actual cryptocurrencies. LGIM debuted a Global Thematic fund aimed at giving UK investors access to multiple investment themes such as technology and energy. Elsewhere, iShares turned its eye to Germany, launching three new ETFs on Xetra and Borse Frankfurt providing investors with access to the most important benchmarks of the German equity market. In the US, Schwab Asset Management listed the Schwab International Dividend Equity ETF on the NYSE Arca seeking to track the Dow Jones international Dividend 100 Index. Finally, Van Harbor Capital Advisors entered the ETF market this week, announcing the launch of the Harbor Scientific Alpha High-Yield ETF and the Harbor Scientific Alpha Income ETF in the autumn.
The wealth management arm of Mirabaud Group – an independent wealth and asset management group established in 1819 – has hired Stuart Bates as the new CEO of its UK wealth management branch.
Eurobank in Greece has selected Temenos Wealth to strengthen its position in wealth management and affluent segment services.
Bowmore Asset Management, part of Bowmore Wealth Group, has appointed Jonathan Webster-Smith as Managing Director and Chief Investment Officer (CIO). Webster-Smith will also join the board of the Bowmore Wealth Group.