Companies
US in the news: Wealth Enhancement Group makes 7th deal of 2022
A round-up of people moves and M&A deals across North America
Best Practice | 15 Jul 22
Wealth firm targets paraplanners with adviser academy
It will help train financial services professionals with no client-facing experience
What do interest rate rises mean for wealth management M&A?
Borrowing and debt servicing costs are going up, which will impact how much companies are willing to pay
Best Practice | 14 Jul 22
US advisers face pressure to improve ESG knowledge
Millennials ‘strong appetite’ for the investment strategy creates ‘opportunity’ for industry
Management buyout at Cyprus advice firm
Director of the company will now take on the role of CEO