Regions
CISI expands global members with ACIFMA agreement
The two organisations now count 53,000 members around the world
Fintech firm aims to cut back office burden for wealth managers
Newly-unveiled solution will help digitise processes allowing business to focus on client relationships
Swiss wealth firm unveils Thailand joint venture
The newly-created business has hired over 50 relationship managers, investment specialists and support staff
Can advisers make financial inclusion universal?
Nearly 2 billion people worldwide don’t have access to basic financial services
Bermudian bank acquires Channel Islands business
Deal is expected to close during the third quarter of 2019
