US in the news: Canadian wealth firm eyes US growth
A round-up of the latest people moves and M&A deals in North America
Swiss private bank to pay extra $14m to US authorities
After ‘acknowledging’ it had failed to disclose all relevant accounts under a previous agreement
Fintech firm to deliver life policies within 15 minutes
HSBC, Aviva and Lloyds Banking Group are already using the system
Client endorsements biggest opportunity for advisers in 2020
As word of mouth remains top business boost going into the new year, Intelliflo says
PEOPLE MOVES: St James’s Place, Vanguard, HSBC Gam
CIO role changes hands at SJP, while Vanguard Asia head exits firm and HSBC promotes trio