09/30/2015
The business division, laterally known as French Duncan Financial Services Ltd, has been renamed French Duncan Wealth Management
09/30/2015
That is why Chicago-based adviser Joshua Coleman says firms need a financial “quarterback,” or someone who can connect wealthy clients with attorneys, consultants, insurance experts and more.
09/29/2015
This has grown in the last two and a half years to £760m in assets, 30 staff and more than 2,000 clients.
09/29/2015
Clients will be able to access the service through www.moo.la, which former Wealth Manager cover star Godfrey said will ‘[provide] a set of easy to use apps and services for financial freedom at your fingertips