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Keyword: Wealth management

709 results found
Business People Handshake Greeting Deal Concept

Scotiabank clients will get access to SLC's private asset strategies

Robot holding a businesswoman

Report finds the technology is being used to segment clients and generate insights

Business Team Meeting Project Planning Concept

Industry watchdogs can't "sit in an ivory tower" as they push for industry change, said Stan Magidson

  • By: Katie Keir
  • October 5, 2023 October 5, 2023
  • 16:25
Toronto skyline in financial district

Brokerage reduces regions to four from six, eliminating nine positions

  • By: Melissa Shin
  • September 29, 2023 September 29, 2023
  • 10:31
Individuality

RBC Investor Services has a new CEO, and changes arise from iA Financial Group's capital markets restructuring

  • By: Katie Keir
  • September 28, 2023 September 28, 2023
  • 15:45
Magnifying glass highlighting investment stock quotes in business section of newspaper.

IFIC elected board members and some well-known names received promotions

  • By: Katie Keir
  • September 22, 2023 September 22, 2023
  • 14:43
On the top of the world together. A group of people stands on a hill over the beautiful cloudscape.

The brokerage hopes to boost more than the bottom line by introducing multi-advisor offices

  • By: Katie Keir
  • September 14, 2023 September 14, 2023
  • 12:58
Megaphone

Head of Advocis resigns, and other industry moves

  • By: Katie Keir
  • September 13, 2023 September 13, 2023
  • 16:28
Megaphone

Plus, new leadership at Women in Capital Markets and a new executive at Horizons

  • By: Katie Keir
  • September 5, 2023 September 5, 2023
  • 09:00
Business and financial district in a city with pillars

Revenues in wealth management increased 6% year over year