North America

Asia | 2 Dec 25

Why AES International is attracting the next generation of financial advisers  

SPONSORED: Fee-Based Model and ‘SWANS’ Philosophy Draw Top Talent Seeking Purpose-Driven Careers

Two businessmen successfully signed a contract

Companies | 10 Nov 25

Wealthspire buys New Jersey RIA following merger

It comes after five related businesses, including Wealthspire Advisors, combined to form a single platform

Equities | 3 Nov 25

Marlborough replaces investment manager on US Focus fund

Renaissance Investment Management assumed control of the mandate on 2 October

UBS incorrectly classified certain joint accounts as PI accounts when they should have been classified as non-professional investors’ accounts

Companies | 28 Oct 25

UBS hires raft of new advisers across US

It includes three new hires in Arizona, South Carolina and Tennessee, plus a new team of five in Michigan

The five most in-demand investment trusts

Best Practice | 16 Oct 25

Conquest Planning and FP Canada launch new course for financial advisers

The ‘Conquest Ready’ course trains advisers in financial planning processes