Companies
US in the news: CI Financial buys Seattle wealth firm
A round-up of people moves and M&A deals across North America
Best Practice | 22 Oct 21
Adviser support group unveils tool to help small firms grow
They will have access to templates, a financial planner community and get software discounts
Will Lloyds succeed in taking on Hargreaves?
Chief executive wants to use Embark to create the next go-to investment platform
PEOPLE MOVES: Holborn Assets, Vitality, Deutsche Bank WM
Advice firm names managing partner of Middle East region, while UK insurer bolsters life operation
Asian banks eye Citi retail businesses
Six months after the US giant said it was exiting 13 markets