Companies
Sanlam Wealth rebrands as Atomos following acquisition
It means ‘indivisible’ in ancient Greek
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