North America
International family office unveils Miami operation
To bolster its offering in North and Latin America
US in the news: Wealth Enhancement Group makes sixth deal of 2022
A round-up of people moves and M&A deals across North America
Bank of America invests in fintech platform
They have been partners since 2018
UK advice firm finally sold to US fintech group
Deal was first announced in August 2021 and expected to complete within 90 days
Investment firm charged over selling high-risk bonds to retirees
Products were ‘only suitable for customers with substantial financial resources’