North America

GFC Planning launches

Financial planning | 15 Sep 25

Former Morgan Stanley adviser launches independent RIA

The firm is headquartered in Woodbury, Minnesota

Companies | 10 Sep 25

Ritholtz Wealth Management partners with Altruist to expand access to advice

Ritholtz has built a tiered service model and Altruist will help it scale up this offering

Down arrows over blue financial graph background. Horizontal composition with selective focus and copy space. Investment, stock market data and finance concept.

Financial planning | 9 Sep 25

Advisers increase contact with clients amid US market volatility

54% of affluent US investors said their communication with their adviser has increased this year

Africa | 8 Sep 25

EXCLUSIVE VIDEO: IA: In the Loop Episode 8 – Mark Sanderson, MD, Morningstar Wealth

This excellent interview is the lastest in IA’s podcast series IA: In The Loop

Africa | 4 Sep 25

Readers votes for the 26th Annual II Awards 2025-26 begins this Friday (5pm UK time)

The II Awards is now in its 26th year