Reports
25 January 2022

CI Financial Data Underscores Banner M&A Year

CI Financial, which embarked on a buying spree in the US RIA sector in 2020, now has 23 RIAs in its...

People Moves
25 January 2022

Summary Of Global Executive Moves In Wealth Management – December 2021

A round-up of moves across the wealth management industry. One of the stand-outs was the return to...

M and A
24 January 2022

Deals Of The Day: The Latest In Wealth Management M&A – Charles Stanley, Raymond James

The latest mergers, acquisitions and corporate actions in and around the UK, Europe and selected...

New Products
24 January 2022

What's New In Investments, Funds? – Investbridge Capital

The latest product and service offerings, including funds, in the wealth and asset management...

Reports
24 January 2022

French Investment House's Inflows Gain, Decelerate From Record 2020

After a record inflow figure in 2020, the French firm said that it had logged robust new client...