North America
Investors ‘compelled’ to allocate more to high-risk assets
But most younger clients say performance impacts their mental health
Intertrust agrees sale for €1.8bn
Company’s headquarters will remain in Amsterdam for at least two years
US in the news: Mercer Global Advisors makes double acquisition
A round-up of people moves and M&A deals across North America
Best Practice | 1 Dec 21
NYU unveils financial planning postgraduate degree
Firms want advisers ‘who can meet with clients, communicate effectively, and make recommendations’
US in the news: Wealthspire Advisors buys California-based firm
A round-up of people moves and M&A deals across North America