Industry
US in the news: Wells Fargo hires from Deutsche Bank
A round up of the latest people moves and M&A deals in North America
Chinese wealth manager inks deal with Liechtenstein bank
To target ultra wealthy Chinese investors from Hong Kong
Best Practice | 12 Jul 19
How truly knowing your client can make a world of difference
It takes more than KYC for advisers to deliver bespoke financial planning
Malta pension rules cause industry confusion
As long as an adviser is regulated, they should have nothing to fear, trade body said
‘Patronising’ attitudes drive diverse clients away
It takes more than an open mind to serve LGBT+ customers