Industry
Kingswood splashes out £8.6m on two advice firms
With five more deals expected to close in the next few months
Family office acquires stake in fintech firm
To bolster its development of a wealth management platform for the ‘digital future’
US expat market is a ‘huge opportunity’ for wealth firms
Brown Advisory tells IA about the challenges that face the small number of companies serving these clients
Best Practice | 2 Nov 22
JP Morgan WM sets up remote advice business in US
To reach out to a ‘whole new set of clients’
Best Practice | 2 Nov 22
Just 1% of advisers trust funds’ sustainability claims
But most agreed that ‘investments should make a positive difference as well as a financial return’