PEOPLE MOVES: Zurich, HSBC, Generali
Insurer hires CEO of its Malaysia operation, as bank names Asia Pacific head of wealth
Raymond James
-
-
Raymond James rolls out training programme for advisers
The two-year initiative will help those interested in the sector earn licences in the US Written by Ryan Neal
-
Raymond James firm merges with UK investment manager
Combined business will offer services to high net worth individuals, globally
-
US in the news: Amerilife closes M&A deal
A round-up of the latest people moves and M&A deals in North America
-
PEOPLE MOVES: American Century Investments, ASI, Raymond James
Asset manager bolsters Asia intermediary operation, while Aberdeen Standard makes Middle East changes
-
PEOPLE MOVES: Natixis IM, Openwork, M&G Investments
French firm makes c-suite changes, while UK financial advice network hires COO
-
Raymond James to pay $15m for overcharging US investors
Retail clients overpaid fees because firms failed to review accounts
-
US investment manager enters UK retail space
After signing a distribution agreement with London-based wealth firm
-
Women-only wealth manager network rolled out in the UK
Raymond James pushing to increase the number of females in wealth management
-
Adviser appoints from Raymond James for US launch
Brussels-based US expat specialist sets up Florida outpost
-
Spain: plus ça change
Spain’s government collapsed last week and Pedro Sánchez replaced Mariano Rajoy as prime minister but unlike the political turmoil in Italy, Spanish bond markets have been unruffled.
-
Trump bump may have long legs – a bull’s view
The so called “Trump bump“, which sent the S&P 500 index of US shares to new highs at the end of last year, has caused many in the markets to become fearful of further gains, but Raymond James chief investment strategist Jeffrey Saut believes we may only be in the early stages of a bull…