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...However, securities law experts said brokers and investment advisers have slightly different obligations to their clients. Advisers have a fiduciary duty to put client interests first at all times....
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Payments company has become a Silicon Valley bellwether as its valuation has risen and fallen over the past few years
...New York-based Presidio provides IT services to some of the world’s largest companies, including Amazon, and government organisations....
...The vast majority of them will never have a contract or fiduciary duty dispute of any significance, and irritating shareholders with a forum-shopping gambit is almost certainly not worth it....
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...The writer is chair of the Investor Coalition for Equal Votes and senior investment manager at Railpen This week Reddit has gone public on the New York Stock Exchange in a highly anticipated listing....
...In a report on Thursday, Institutional Shareholder Services said that Peltz “could be additive to the succession process” once Disney chief executive Bob Iger steps down....
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...BlackRock has attributed its decision to the potential conflict between the aim of CA100+ to get companies to decarbonise and its own fiduciary duty to prioritise economic returns, at least for those clients...
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...“There is an interest in clarifying that . . . our clients need to know how they can exercise their fiduciary duty.”...
...Finally, government should spend smarter, using tested outcome models, to mobilise private investment for more cost-effective delivery of public services like healthcare....
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...Moderna paid $1,053,767 for security services to Stéphane Bancel, after not disclosing any security payments for him the previous year....
...But he also offered his thoughts on investment market structure....
...Investment bankers from the likes of Barclays, BNP Paribas and Morgan Stanley are shepherding the deal through the market, while Canadian ratings agency DBRS has provisionally awarded the top tranche of...
...State Street, the third-largest ETF issuer in the US, suffered more than $3bn of outflows, while the fourth-largest, Invesco, garnered almost $22bn in net new investments, according to Morningstar....
...*Ignites Europe is a news service published by FT Specialist for professionals working in the asset management industry. Trials and subscriptions are available at igniteseurope.com....
...Model portfolios — standardised investment packages that broker-dealers, wirehouses and registered investment advisers can use to invest client money — typically use between four and 20 underlying ETFs or...
...It was the smallest of Citi’s five divisions behind US personal banking, trading, services and wealth management....
...The biggest profit driver was Citi’s corporate and investment bank, where fees jumped about 50 per cent from a year ago....
...Pilot, which also operates the Flying J brand, sells fuel, food and merchandise to truckers and provides showers among other services....
...At an investment conference in December, Netflix’s co-chief executive Ted Sarandos said the company had found a niche in “sports adjacent drama”, such as its documentaries on Formula One, tennis and a recent...
...Earlier this week, Nick van Eck, the son of investment manager Jan van Eck, raised $12mn to launch a stablecoin, while payments company PayPal and French bank Société Générale both launched their own stablecoins...
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