The firm saw record gross sales of seg funds and mutual funds in the quarter
J.D. Power ranked wealth management firms based on investor satisfaction
The Grondin Group has partnered with Walter GAM and W Investments Group
A TD Wealth study offers insight on how different types of clients respond to advice and volatility
He'll develop strategies across tax planning, financial planning and charitable giving, the firm said
The new capital comes from leading venture funds and celebrities including Drake and Michael J. Fox
The nominees reflect the firm's "bold and ambitious" growth agenda
The BMO veteran will play an important role in recruiting talent, the firm said
The firm offers to raise its takeover price "materially" and improve terms for advisor shareholders
The firm’s third president in four years plans to improve advisor communication, support services