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Companies | 15 Jul 22

US in the news: Wealth Enhancement Group makes 7th deal of 2022

A round-up of people moves and M&A deals across North America

Best Practice | 15 Jul 22

Wealth firm targets paraplanners with adviser academy

It will help train financial services professionals with no client-facing experience

Money bag with pound sterling symbol and green up arrow

Companies | 15 Jul 22

What do interest rate rises mean for wealth management M&A?

Borrowing and debt servicing costs are going up, which will impact how much companies are willing to pay

Africa | 15 Jul 22

PEOPLE MOVES: UBS, Axa IM, Lombard Odier

Banking giant makes wealth management reshuffle, as investment firm names head of multi-asset

Best Practice | 14 Jul 22

US advisers face pressure to improve ESG knowledge

Millennials ‘strong appetite’ for the investment strategy creates ‘opportunity’ for industry

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.