US in the news: Focus Financial partner firm buys Texas business
A round-up of people moves and M&A deals across North America
Industry
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Financial guidance reform to spur ‘cultural change’ in advice sector
UK parliamentary committee amendment will provide clarity on advice-guidance blurred lines
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Why I became a financial adviser – Jake Barber of SJB Global
Jake Barber was a derivatives trader before joining SJB Global.
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PEOPLE MOVES: Wealthify, Seccl, Vontobel
Digital investment platform makes c-suite changes, as tech firm names chief risk officer
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HSBC PB unveils DFM service for clients in Asia
To meet customer demands for discretionary mandates
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Financial education firm buys investment app
In a bid to help women engage more with the wealth industry
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Is it time for retail investors to back Bitcoin?
A year since the digital coin reached its all-time high is it the right time to consider an allocation?
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Fixed income allocations set for ‘significant’ changes in 2023
As confidence grows in projections for inflation, monetary policy and economic growth
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Global advice company unveils Canada operation
To bolster its offering for the British expat community
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Young clients in ME hungry for Islamic investments
As 88% plan to increase their allocations to sustainable assets
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FSCS predicts 24% drop in levy for 2023/24
With no additional increases expected for the current financial year
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Hartley Pensions director slammed over ‘inaccurate’ letter
FCA says communication ‘may have caused customers concerns’