North America
Global financial advice firm secures federal approval from SEC
In addition to the US, it has offices in the UAE, Switzerland and the UK
US in the news: Coldstream WM and Paracle Advisors merge
A round-up of people moves and M&A deals across North America
US visa services firm hires senior director for India
She will shift the firm’s focus to include advising high net worth families
PEOPLE MOVES: Berkshire Hathaway, Russell Investments, Artemis
Warren Buffet names successor, while investment solutions firm makes senior leadership changes
US in the news: Sequoia Financial Group completes M&A deal
A round-up of people moves and M&A deals across North America