People Moves: Canaccord Genuity, Evelyn Partners, UBS
Professional services group appoints partner as wealth manager promotes employee to country head
Lawsons
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Have interest rates impacted M&A deals in the advice market?
Financial services sector ‘has long been a hotbed of M&A activity’
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Should investors be moving into the world of passion assets?
As investments in wine, classic cars and luxury handbags continue to increase
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Should the advice market rethink the 60/40 portfolio approach?
There is a debate whether the strategy is dead
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International advice network launches US operation
As it gets authorisation by two Swiss regulators