US in the news: Asset manager buys San Francisco wealth firm
A round-up of people moves and M&A deals across North America
IFA firm acquires Hampshire-based advice company
As it names former head of funds at Smith & Williamson executive chairman
UK retirement solution provider unveils robo-advice offering
‘Millions of customers risk sleepwalking into poorer retirements by failing to take financial advice’
‘Largest ever’ monthly fall in pension transfer values
Mostly attributed to a rise in government bond yields which increased discount rates
Traditional wealth managers in Asia slow to adopt tech
Challenger banks are using digital payments as a gateway for growth in the sector