North America
UK-headquartered retirement savings platform acquires US firm
Deal takes its assets under management to over £8bn
Franklin Templeton buys global investment firm
Potential value of the deal could reach $1.8bn
Just 42% of family offices globally have a wealth succession plan
As 37% say they have been the target of cyber attacks
PEOPLE MOVES: Verso WM, Fiera Capital, Julius Baer
Wealth firm names CEO, as asset manager hires EMEA chief executive
US in the news: Orion Advisor Solutions CEO to retire
A round-up of people moves and M&A deals across North America