Companies
US in the news: CI Financial buys California wealth firm
A round-up of people moves and M&A deals across North America
PEOPLE MOVES: Cushon, Natixis IM, Phoenix Group
Fintech pension and savings provider makes c-suite hire, as investment firm bolsters distribution team
Management buyout at Europe-based expat advice firm
Deal ‘provides the momentum for executing new growth strategies’
Best Practice | 25 Feb 22
How will the health and social levy impact UK advice clients?
There are some steps that advisers ‘may want to consider’
AI-driven Singapore fund manager receives regulator grant
As it partners with wealth managers and insurers to help them build portfolios for their clients