US in the news: Cetera buys retail wealth business
A round-up of people moves and M&A deals across North America
Author: Robbie Lawther
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FCA extends asset retention rules for British Steel advice firms
As it writes Dear CEO letter telling pension providers to comply with information requests
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Global asset manager opens office in Switzerland
To bolster its presence in continental Europe
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PEOPLE MOVES: Saltus, Butterfield, Brown Advisory
Wealth firm makes c-suite change, as banking group names managing director of Jersey
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Credit Agricole subsidiary buys 70% stake in global wealthtech firm
Deal is an extension of a partnership started in 2019
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Globaleye unveils wealth management platform
In a bid to address a gap in the Middle East market for digital advice
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Prudential to set up operation in Macau
It will offer life and health insurance solutions in the special administrative region
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Advice company enters compulsory liquidation
FSCS said the firm is associated with claims regarding the British Steel Pension Scheme
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UK financial adviser charged with 29 counts of fraud
He is accused of duping more than 20 victims out of just over £5m
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Asset manager signs distribution deal with Italian bank
And eyes similar agreements in the UAE
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Investment app expands into five European countries
It is now available in 10 jurisdictions across the continent
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Over half of UK adults do not have a Will
Brits warned IHT bills will be sky high if there is no estate plan in place