North America
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
Osaic adds $453m Oregon-based advice firm to its network
Pilot Rock is an eight-person advice team based in Medford, Oregon
Japan investment giant names new CEO, targets MENA, US growth
“Overseas investors are showing increasing interest in the Japanese market and we have received a growing number of inquiries about investment opportunities,” says new CEO Takahiro Kobayashi
Sun Life Financial names global HNW business head
Ghosh to lead Sun Life’s global HNW business in Hong Kong, Singapore and Bermuda
DoubleLine Capital names GSAM’s Zaidi to head international business out of Dubai office
Zaidi will lead the international client team in developing business and serving clients outside the US.