Mercer sells off Canadian wealth arm to Canaccord Genuity
Business has just over $1.1bn in client assets
Author: Robbie Lawther
-
-
Advice consolidator makes first acquisition of 2023
Deal adds more than £450m in funds under management
-
Fintech firm creates IFA client document platform
It will help advisers organise customers’ important financial and legal information
-
DIFC overhauls family office regulations
Following the creation of a private wealth centre in August 2022
-
Wealth group unveils Hong Kong operation
Following the launch of its Singapore office in July 2022
-
IFA firm and investment manager hit with regulatory restrictions
Director may have taken more than £2m from clients
-
Blackrock creates ETF savings plan with investment firm
It will be available to investors across Europe
-
UK financial services group buys advice firm
Acquired business will retain its branding
-
Advice is ‘too expensive’ and ‘for the wealthy’, Brits claim
44% of Gen-Z savers believe they can source valuable information on social media
-
Sun Life signs bancassurance deal in Hong Kong
Insurer will pay $191m for the distribution partnership
-
UAE investment company bids to improve female financial education
Partnership will give women in the region access to tools and skills to help with saving
-
Abrdn global head of diversity and inclusion dies
Lynne Connolly was an ‘inspirational colleague, leader and role model’