North America
UBS hires raft of new advisers across US
It includes three new hires in Arizona, South Carolina and Tennessee, plus a new team of five in Michigan
Best Practice | 16 Oct 25
Conquest Planning and FP Canada launch new course for financial advisers
The ‘Conquest Ready’ course trains advisers in financial planning processes
Osaic adds $453m Oregon-based advice firm to its network
Pilot Rock is an eight-person advice team based in Medford, Oregon
Japan investment giant names new CEO, targets MENA, US growth
“Overseas investors are showing increasing interest in the Japanese market and we have received a growing number of inquiries about investment opportunities,” says new CEO Takahiro Kobayashi
Sun Life Financial names global HNW business head
Ghosh to lead Sun Life’s global HNW business in Hong Kong, Singapore and Bermuda