Industry
US in the news: Creative Planning buys wealth manager
A round-up of people moves and M&A deals across North America
Best Practice | 19 Aug 22
Academies ‘crucial’ in bid to tackle adviser talent gap
They can also provide firms with a pipeline of future professionals to help bolster growth
PEOPLE MOVES: Citi, IQ-EQ, Canaccord Genuity WM
Bank names Hong Kong and Macau CEO, while financial services provider hires group head of insurance
Wealth manager enters Scotland advice market with acquisition
Deal takes its AuM to more than £1bn
Hong Kong and Singapore investors unprepared for retirement
As 64% say they lack understanding about how to manage the wealth transfer effectively