RBC
Best Practice | 10 Sep 21
How wealth firms can tackle the next-gen client conundrum
Substantial business could walk out of the door if relationships are not built early enough
PEOPLE MOVES: Canada Life, DFSA, Brooks Macdonald
Senior manager leaves life insurer after 11 years, as Dubai regulator names chief executive
PEOPLE MOVES: RBC WM, Raymond James, Brooks Macdonald Int’l
Wealth manager names four directors in Asia, as investment firm poaches financial planners from 1825
US in the news: Coldstream WM and Paracle Advisors merge
A round-up of people moves and M&A deals across North America
PEOPLE MOVES: RBC WM, Embark, Liontrust
Wealth firm names head of Hong Kong private banking, as retirement provider hires head of platform