Keyword: Wealth management

709 results found
Portrait of a muslim businesswoman working at her office

A surge in female branch managers could help address industry stigma

  • By: Staff
  • July 24, 2023 July 24, 2023
  • 15:11
Business and financial district in a city with pillars

The transition will be finalized as of Jan. 1, 2024

Cyber Protection Lock and Password

The case stems from the GoAnywhere cybersecurity incident in January

  • By: Staff
  • July 20, 2023 July 20, 2023
  • 17:26
Business people working in a conference room

Finance extended the consultation period by 15 days to July 21

microphones sitting on table

Industry veteran Roy Ratnavel to retire, plus a new senior role at Harbourfront Wealth

young couple meeting with advisor

After a volatile year in markets, more clients say they're willing to work with multiple providers

Banks

The company plans to reduce IG Wealth Management offices

Files being analyzed

"Significant penalty" could result from the investigation, company says

Data Processing as System and Business Informatics

Firm uses AI to select products and identify clients at risk of leaving

calculating numbers for income tax return with glasses pen and calculator

The firm will look for ways to improve employee ownership in the business, Dan Daviau said