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Clime, Marcus Today form strategic alliance
|Clime Investment Management has entered a strategic alliance with Marcus Today to manage the latter's $70 million managed accounts portfolio.
Fiducian sees record inflows, eyes expansion
Fiducian has recorded an underlying profit increase of 11% and seen record net inflows of $309 million, as it sets its sights on New Zealand, Japan, South Korea and Thailand.
AZ NGA, Blue Invest acquire VBP stake
AZ Next Generation Advisory (AZ NGA) and Invest Blue will co-invest in Virtual Business Partners (VBP), a paraplanning and back-office solutions provider based in the Philippines.
Competition for adviser relationships fierce: Report
In a hotly contested platform space, competition for adviser relationships is fierce, according to part two of Investment Trends' latest Adviser Technology Needs Report.