North America
Best Practice | 1 Dec 21
NYU unveils financial planning postgraduate degree
Firms want advisers ‘who can meet with clients, communicate effectively, and make recommendations’
US in the news: Wealthspire Advisors buys California-based firm
A round-up of people moves and M&A deals across North America
US in the news: Janus Henderson CEO to retire
A round-up of people moves and M&A deals across North America
PEOPLE MOVES: Close Brothers AM, Credit Suisse, Openwork
CEO steps down from UK advice firm, while banking group makes c-suite changes in Asia
US in the news: CI Financial buys Chicago advice firm
A round-up of people moves and M&A deals across North America