The global pandemic has prompted UK adults to draw up important legal documents relating to their death and end of life care for the first time. However, 45.2 million still haven’t started the process of writing a will or a living will, according to new research from Canada Life.
CI Financial Corp (CI) is to acquire Radnor Financial Advisors (Radnor), a wealth and investment management firm serving primarily high-net-worth families in the Greater Philadelphia region.
BNY Mellon Wealth Management has appointed Crystal Thompkins as Head of Philanthropic Solutions.
By David Cooney (pictured), Group Partner, Collas Crill – There are thousands of crypto-assets (or cryptocurrencies, as they are also known) in existence, the most established being bitcoin. There is no single definition of crypto-assets, but it can be broadly defined as a digital ticket which exists on a virtual ledger with decentralised control. Most forms of cryptocurrency use a private-public key. The public key is used to send cryptocurrency and the private key is used to access those funds.
iCapital Network, a global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, has appointed Anastasia Amoroso as the firm’s Chief Investment Strategist.
Lairgate Financial is marking fifth year of ‘doing advice differently’ with a major rebrand and the planned purchase of prominent Beverley town centre building.
LaSalle St, a family of wealth management firms encompassing independent broker-dealer and registered investment adviser (RIA) platforms, has added Retirement Planning Specialists, an investment advisory practice in the Philadelphia area with USD200 million in total client assets, to its corporate RIA platform, LaSalle St Investment Advisors.
Kovack Securities, an independent broker-dealer and registered investment adviser that oversees USD13.45 billion in total client assets, has selected Entreda to provide its 400 registered representatives and financial advisers with Entreda’s proprietary cyber platform, Unify.
d1g1t Inc, the provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, has closed a new fundraising round worth CAD16 million.
Stanhope Capital Group, a global independent wealth management and advisory firm overseeing USD26 billion in client assets, is launching Stanhope FFT Global Ventures, a new vehicle dedicated to investing with some of the world’s best performing venture capital firms.