$1bn Merrill adviser goes independent, down market

Former Merrill Lynch adviser Matthew Celenza has gone independent and established Boulevard Family Wealth.

Max Viscio 20 July, 2017

280 CapMarkets has launched a service aimed at giving independent wealth managers better access to fixed-income securities.

Max Viscio 19 July, 2017

FINRA has fined VFG Securities for failing to supervise registered representatives’ private securities transactions.

Peter Rawlings 18 July, 2017

FINRA has fined VFG Securities for failing to supervise registered representatives’ private securities transactions.

Peter Rawlings 18 July, 2017

BNY Mellon is expanding its presence in the Mile High City.

Max Viscio 18 July, 2017

The comings and goings of the private wealth space.

Max Viscio 17 July, 2017

Millennials favor legacy brands for robo-advice

New data reveals Millennial preferences.

Dervedia Thomas 13 July, 2017

AI hits wealth management

Artificial intelligence is on the verge of transforming how advisers engage with their clients

Max Viscio 13 July, 2017

The Chinese Takeaway

What will be the impact of MSCI’s move to include China A shares in its indices?

Max Viscio 10 July, 2017

Inquire About Membership

Fund Intelligence membership gives your firm access to an unique analysis and networking platform providing actionable data, insights and contacts that enable you to raise capital, comply with regulation and benchmark against peers.

  • Eight specialist networks for the latest industry trends
  • Direct access to actionable industry intelligence
  • Benchmarking data for flows, performance and product development
  • Peer group and allocator/advisor networking opportunities
  • Compliance data and tracking tools
  • Access to networking events and educational webinars
  • Access to our team of dedicated analysts and account handlers