IM Asset Management names new CEO
Following the retirement of his predecessor, Richard Pott, Irwin Mitchell's financial planning firm IM Asset Management has appointed established wealth…
Following the retirement of his predecessor, Richard Pott, Irwin Mitchell's financial planning firm IM Asset Management has appointed established wealth…
Key Wealth, KeyCorp's wealth management subsidiary, and employee-owned Neuberger Berman jointly created Neuberger Berman Custom Direct Investing (NB CDI). It is a tax-optimised equities strategy for long-term wealth building for…
European wealth tech business, Othis, has unveiled its first product on the route to becoming a full-service wealth management firm that serves individuals and families directly. Evgeny Zasorin, co-founder and…
Neil Pein is named director and chief executive officer of BNP Paribas leasing solutions, while Isabelle Loc is appointed head of commercial & personal banking in France and a member…
Financial adviser wealth hub, Cetera Financial Group (Cetera), has unveiled a new rule governing the use of bitcoin exchange-traded funds (ETFs) in brokerage accounts. The policy offers information and resources…
John Phillips has been appointed as senior strategic adviser by FusionIQ, a cloud-native wealth management solution provider with an integrated digital platform for financial advisers and institutions. Phillips brings a…
Cohen Financial Services was brought on board by Osaic's enterprise company, New Century Financial Group ("New Century"). New Century now has over $1bn in customer assets overall after adding the $165m…