UK wealth firm makes second DFM acquisition of 2022
Deal adds around £180m in assets under management
US in the news: MAI Capital Management buys Cleveland wealth firm
A round-up of people moves and M&A deals across North America
PEOPLE MOVES: Value Partners, Nutmeg, Brooks Macdonald Int’l
Asset manager names chief executive, as CEO steps down from digital wealth firm
Morningstar says tech for advisers ‘not where it should be’
Technological development is a key area of focus now the Praemium International acquisition is complete
FSCS investigating advice firm with Portugal links
Company advised on and arranged pension transfers into the Trafalgar Multi Asset Fund