Minnesota-based Wealth Enhancement Group has agreed to buy OneSource Retirement Advisors, a Pennsylvania-based independent financial advisory firm, for an undisclosed sum. OneSource currently tends to…
Columbia Threadneedle unveils tax-efficient equity portfolios
Columbia Threadneedle Investments has introduced a range of equity separately managed account strategies, which will focus on tax efficiency. The new Columbia Tax Efficient Portfolios …
BCS and Tigress Financial sign wealth management partnership
UK’s BCS Prime Brokerage, a unit of BCS Global Markets, has teamed up with FINRA-registered broker-dealer Tigress Financial Partners to market products to institutional and …
Citigroup fined $12m for trading violations
Citigroup has been fined more than $12m to resolve charges by the US Securities and Exchange Commission (SEC) that its affiliate Citigroup Global Markets misled users …
Goldman Sachs COO appointed amid senior management changes
American investment bank Goldman Sachs has appointed John Waldron as its new president and COO as part of a wider management reshuffle. Waldron, who joined …