10/21/2020

Role of a family office beyond investments

Family offices go above and beyond just managing a UHNI individual or family’s investment portfolio; their approach to wealth management has a much more personal and customized touch

10/16/2020

BT cuts Wealth Connect

In response to reduced client demand, the wealth giant announced general advice will no longer be delivered by Wealth Connect and its team of 50, and will instead transition to its customer relations team.