North America
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
PEOPLE MOVES: Hawksmoor IM, Santander, Quilter Cheviot
CEO and founder leaves UK investment manager and DFM bolsters operation with four hires
Multi-family office parent snaps up US investment firm
Financial terms of the deal to buy the alternatives specialist were not disclosed