Companies
US children unlikely to choose parents’ adviser
Financial services professionals need to start early – before money is inherited
Wealth management firmly on the agenda for Canadian bank
It is looking to grow globally in the sector after a number of acquisitions
Best Practice | 10 May 19
UAE demand for adviser qualifications at record level
CISI also found an 18% rise in membership numbers in the country in 2018-19
PEOPLE MOVES: Creechurch Capital, Janus Henderson, Investec
A familiar face returns to the Isle of Man-based DFM to become head of private wealth
Wealth firm buys Investec’s Ireland business
Rumours of the deal first surfaced in April