Wealth management – Advisor's Edge

Scotiabank, Sun Life form partnership for private investments

Mark — Tue, 10 Oct 2023 18:18:26 +0000

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

Mark — Tue, 10 Oct 2023 15:56:41 +0000

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

michelleschriver — Thu, 05 Oct 2023 20:25:24 +0000

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

melissa — Fri, 29 Sep 2023 14:31:59 +0000

Brokerage reduces regions to four from six, eliminating nine positions

michelleschriver — Thu, 28 Sep 2023 19:45:39 +0000

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

Katie — Fri, 22 Sep 2023 18:43:55 +0000

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

melissa — Thu, 14 Sep 2023 16:58:56 +0000

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

allan — Wed, 13 Sep 2023 20:28:06 +0000

Head of Advocis resigns, and other industry moves

melissa — Tue, 05 Sep 2023 13:00:34 +0000

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

michelleschriver — Wed, 30 Aug 2023 17:12:30 +0000

Revenues in wealth management increased 6% year over year