BAML
Seven financial services firms recognised for LGBT+ work
Two regulators and several law firms in the UK also made the Stonewall list
Rich Americans keep quiet after deciding who inherits what
Just 22% will openly share details of their estate with entire family
When diversity means business
The financial services industry has won the ‘philosophical battle’ on representation, but what’s next?
Legacy planning still an issue for middle-aged Americans
Survey finds nine in 10 Americans said they are open to discussing end-of-life preferences
JTC adds Isle of Man presence with Merril Lynch acquisition
Jersey-headquartered JTC Group has acquired Merrill Lynch Wealth Management’s International Trust and Wealth Structuring (ITWS) business, which provides the administration of trust services for the firm’s international advisory clients.