Companies
Morningstar unveils research portal for advisers
To help them provide personalised advice to their clients
Global wealth manager merges with family office
Combined company will oversee $29bn in assets
Global wealth firm opens office in Dubai
Months after it was acquired by US-headquartered advice group Focus Financial
Schroders subsidiary buys 51% stake in advice network
Acquired business has £2bn of assets under management
US in the news: Trade Capital Holding gets broker-dealer licence
A round-up of people moves and M&A deals across North America