North America
US in the news: Wealth manager makes triple hire
A round-up of the latest people moves and M&A deals in North America
Canadian firm unites global wealth and asset management arms
The operational changes will make it ‘better positioned to organically grow assets’
AI wealthtech to help advisers improve business efficiency
‘Artificial intelligence is the modern-day gold rush of the financial services industry’
US trade body unveils HNW academy training
Focus on emerging risks, proactive measures to prevent disasters and the art of exceptional customer service
US wealth management firm buys advisory business
It follows the acquisition of another Chicago-based company