North America
Best Practice | 5 Oct 22
Merrill WM unveils adviser-client matchmaking tool
A third of affluent Americans currently do not have a financial planner
PEOPLE MOVES: Invesco, Julius Baer, Societe Generale
Head of multi asset retires from investment firm, while wealth manager reshuffles Americas team
Accidental Americans lose US lawsuit
But the association has already appealed the decision
US in the news: State Street Global Advisors names CEO
A round-up of people moves and M&A deals across North America
Private placement life insurance schemes under investigation in US
Products are allegedly being used by wealthy Americans ‘to avoid and evade taxes’

