Financial advisers have a unique opportunity to consult and support the growing family office space as they look to mature and utilise complex investment strategies. ...
Sequoia Financial Group has launched a family office business and acquired client books of Macro Investment Advisory. ...
Cloud software provider Class has signed an agreement with wealth accounting group Findex to provide a trust accounting solution for Findex’s family office clients....
Matt Wacher has been appointed as chief investment officer for Morningstar Investment Management, Asia Pacific, effective from late January, with Andrew Lill moving to Ch...
Findex advisers will now act as a single point of contact and provide clients access to an expanded suite of services....
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...