North America
Morgan Stanley fined $35m for client data failures in US
Personal information of 15 million wealth customers was allegedly not disposed of properly
How to serve US clients abroad
Some firms find them ‘too costly and complex’ to have as customers
US in the news: Allspring hires head of US distribution
A round-up of people moves and M&A deals across North America
PEOPLE MOVES: Objectway, Cardea Group, Sienna IM
Global tech firm hires MD for the UK, while asset manager names CEO
What should expats consider before moving to the US
Flexibility of financial plans are key for clients