Regions
US in the news: Ritholtz WM names president
A round-up of people moves and M&A deals across North America
PEOPLE MOVES: Amundi, Singlife, Schroders PW
French asset manager names Belgium CEO, while insurer hires deputy CIO
EU regulator eyes shake up of passporting rules
Following an increase in firms offering cross-border services to retail clients across the bloc
UBS unveils tool for UHNW clients in US
To provide a complete picture of customers’ portfolio including alternative investments and art collections
Best Practice | 17 Nov 22
Most advisers rely on portfolio performance to evidence value
This fails to measure the planning and emotional support that clients get from IFAs