Partnership represents Raymond James' further affiliation with financial institutions
The partnership will also enable Broadridge to drive efficiencies in client onboarding, compliance and account transfers, says a release.
Wealthsimple for Advisors has partnered with Forstrong Global Asset Management Inc. Read: Wealthsimple says it can compete in U.S. market The partnership allows financial advisors to invest client assets in Forstrong’s actively managed investment strategies, using Wealthsimple’s platform for advisors. Also read: Is your client cheating on you? Major data breach touches U.S. robo, but […]
Eight Capital is the new name of Dundee Capital Partners. The name change follows a December 2016 purchase of Dundee Capital Markets assets from Dundee Corporation by an employee group, making the firm a stand-alone partnership. Read: Why partnerships make sense Also read: Does going fee-based save clients tax? Canaccord’s Canada AUA gains 32.5% over […]
Desjardins Group and Banque Transatlantique have created Desjardins Transatlantique – Private Wealth Management. The firm aims to serve Canadian and French high-net-worth clients with financial services, portfolio management, business transfer or intergenerational transfer needs. Read: Affluent European investors report DIY confidence “This partnership enables us to offer French expatriates in Canada complete assistance,” explains David […]
Echelon Wealth Partners (EWP) has teamed up with Calgary-based portfolio manager Shaunessy Investment Counsel. The partnership will provide EWP clients access to the firm’s ETF portfolio platform. Read: Echelon loses advisors after acquisition, but made profit EWP will initially offer its clients Shaunessy’s proprietary Institutional Global Balanced Composite for investment accounts of at least $50,000. […]
Bridgehouse Asset Managers is expanding its partnership with Greystone Managed Investments Inc.
Investing in a friend’s business involves business and relational risks.
Dundee Goodman Insurance Agency and PPI Solutions are forming a strategic alliance, says PPI.
Budget 2014 expanded the Kiddie Tax, making it more challenging to split business income with minor children. The new rules apply to the 2014 taxation year onward.