Industry
Best Practice | 17 Oct 22
Just 22% of firms have plans in place to comply with Consumer Duty
Nearly half admit they will turn to tech to help them with the regulation
Digital wealth manager buys stake in Hong Kong family office
Combined group has $4bn in AuM
US in the news: SageView Advisory Group buys Illinois wealth firm
A round-up of people moves and M&A deals across North America
Best Practice | 14 Oct 22
Five behavioural tips for investors to deal with volatile markets
‘Corrections and resets are a necessary part of being an investor’
PEOPLE MOVES: Syz Capital, AllianceBernstein, L&G
Swiss company names managing partner, while investment firm hires director of Italian distribution