Regions
Data leak hits Credit Suisse clients
Documents suggest that some of its wealthy customers have links to human rights abuses
US in the news: Mariner Wealth Advisors makes first deal of 2022
A round-up of people moves and M&A deals across North America
No danger DFMs want to steal advisers’ clients
IFAs ‘absolutely in the driving seat’ when it comes to relationship with discretionary fund managers
PEOPLE MOVES: Chase de Vere, Novia Financial, Amundi
IFA firm names CEO, as platform hires director of adviser and customer experience
Will big tech companies enter the wealth management market?
Their systems and processes could make the sector more inclusive