News
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
Bermudian bank acquires Channel Islands business
Deal is expected to close during the third quarter of 2019
Spanish planners to be able to advise in Mexico
Move follows mutual recognition of certifications between the two countries