Companies
US in the news: Pathstone buys trust company
A round-up of people moves and M&A deals across North America
‘Woeful’ British Steel IFA company fined £2.4m
It provided unsuitable pension transfer advice to both BSPS and other DB members
JP Morgan PB invests in two Swiss fintech firms
To bolster its digital offering for UHNW clients across Europe, Middle East, Latin America and Asia
Best Practice | 2 Dec 22
Why I became a financial adviser…
Louise Worrall was in the Royal Navy before joining Worrall Financial Management
PEOPLE MOVES: Wealth Wizards, Janus Henderson, Indosuez WM
Advice tech firm names CEO, as asset manager makes c-suite change