Saxo teams up with Moneyfarm to launch mutual fund portfolios
M&G Wealth &me customers now have access to actively managed funds from a range of investment managers
US in the news: Zedra opens private wealth office in South Dakota
A round-up of people moves and M&A deals across North America
Platforms must adapt to advisers’ needs
They have an important role to play when developing their proposition for advice firms
Uncategorised | 10 Mar 23
Changing of the guard
Robbie Lawther is promoted to editor of International Adviser, as Kirsten Hastings takes her leave
Another financial advice firm becomes employee-owned
Founder says it was the ‘most logical next step for the company’s future’