New advice channel caters to high net-worth clients
The firm's assets under administration totalled $30.3 billion at the end of last year
All accounts will be transferred by June 2021
In a report, Fitch Ratings said middle-class investors are catching Wall Street's eye
Profits were up, but risks remain, according to the rating agency
The bank's wealth division AUM rose significantly year over year
The financial industry has a moral outrage problem
IIAC report shows revenues held up in 2020 and employment climbed
Marsh has led the brokerage since 2010
IG Wealth Management and Mackenzie Investments recorded record-high asset levels