Keyword: Wealth management

709 results found
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IPO should help reduce leverage that fuelled RIA acquisition spree

wall street new york stock exchange, the world's largest stock exchange by market capitalization of its listed companies. august 8, 2010 in manhattan, new york city.a

The firm's U.S. assets are expected to reach US$133 billion on closing of recent deals

Brewin Dolphin has more than 30 offices in Britain and Ireland

Shot of two businessmen shaking hands in an office

Shaun Hauser is the firm's CEO, while Jordy Chilcott becomes president of the firm's private wealth and insurance arms

Business man making a presentation at office. Business executive delivering a presentation to his colleagues during meeting or in-house business training, explaining business plans to his employees.

Deputy chief economist Dawn Desjardins announced her retirement from RBC, while other industry veterans emerged in new roles

  • By: Katie Keir
  • March 18, 2022 March 18, 2022
  • 12:59

Alongside Manulife Securities getting a new president and CEO, other shifts occurred

  • By: Katie Keir
  • March 2, 2022 November 22, 2022
  • 14:42
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Rick Annaert has stepped down after 17 years, and Richard McIntyre, head of sales, takes his place

In a management shuffle, parent company IGM Financial named new chief financial and risk officers

  • By: Staff
  • March 1, 2022 March 1, 2022
  • 12:54
Toronto skyline in financial district

Net income for the wealth management segment was up 11% year over year

arrow and the word "Change" with feet

Two advisors made moves from big banks, alongside other industry moves

  • By: Katie Keir
  • February 24, 2022 February 24, 2022
  • 10:37