Best Practice | 31 May 20
The democratisation of wealth management
Not the strongest that survives, nor the most intelligent; but the one most adaptable to change
US in the news: Canadian firm bolsters wealth arm
A round-up of people moves and M&A deals across North America
High Court judge invalidates two Wills in mental health case
Daughter awarded half of mother’s estate after she was written out of both legal documents
Best Practice | 29 May 20
What are the GDPR obligations of businesses?
Most firm should have few issues complying if they follow some pretty basic policies and procedures
PEOPLE MOVES: The Fry Group, Sun Life, QB Partners
C-suite promotion at financial advisory firm, while life insurer replaces outgoing CIO