US
DeVere to consolidate position in adviser market after US sale
The firm is set to sell its operation in the US and will make ‘major acquisitions’ with the proceeds
Lifestyle retirement goals main financial target for US HNWs
BMO Wealth Management surveyed more than 1,000 investors about receiving a massive windfall
Investment | 20 Dec 18
‘Market downturn’ expected over next two years
US wealth advisers also said their biggest worry for 2019 in the financial sector is a ‘big market correction’
Best Practice | 17 Dec 18
Blackrock and Microsoft to build retirement planning platform
Investment and technology capabilities of the firms will ‘help more people make better decisions’
Best Practice | 14 Dec 18
RBC Wealth Management opens US risk prevention division
Advisers are in a ‘unique position to help mitigate the risk of financial exploitation’