North America
PEOPLE MOVES: Prudential, London & Capital, IQ-EQ
Financial services giant names group CEO, as wealth manager bolsters US family office team
Best Practice | 26 May 22
Ailo unveils vulnerability code of conduct
It will help members ‘evolve strong and consistent behaviours’ to confidently serve clients
US in the news: Mariner Wealth Advisors buys Michigan firm
A round-up of people moves and M&A deals across North America
Canadian advice tech firm enters UK market
To help advisers cater to the increasing demands of clients
US in the news: IQ-EQ hires managing director
A round-up of people moves and M&A deals across North America