News
US in the news: Lazard AM buys advice firm
A round-up of people moves and M&A deals across North America
Progeny to acquire financial planning firm Gibbs Denley
A deal which will take AuM to more than £7.5bn
Kingswood and Stonehage Fleming deals get over the line
As private equity firm get regulatory nod to take majority stake in Boston Multi Family Office
Best Practice | news 3 Mar 23
What challenges do advice firms face with Consumer Duty?
Regulator is expecting companies to put their customers’ needs first – and be able to prove it
Wellington Management unveils funds to Singapore retail market
To expand its offerings in the Lion City