Keyword: Wealth management

709 results found
Close up of a woman using a laptop

Advisors will now have access to courses from Learnedly

  • By: Staff
  • June 9, 2020 June 9, 2020
  • 10:37
Couple Meeting With Financial Advisor In Office

Wealth management firms are looking to attract new talent, even though recruiting has been slowed by the pandemic

People moves

Scott Hudson brings 25 years of experience to the role

  • By: Staff
  • June 1, 2020 June 1, 2020
  • 11:05
microphones sitting on table

She'll be responsible for Canadian bond, global bond and Canadian money market strategies

  • By: Staff
  • May 28, 2020 May 28, 2020
  • 11:08

Sean O’Brien replaces Carl Mustos as executive vice president

  • By: Staff
  • May 21, 2020 May 21, 2020
  • 11:27

The new platform will offer DIY investing and wealth management services  

Megaphone

Canaccord Genuity will be platform provider for the new business.

  • By: Staff
  • May 20, 2020 May 21, 2020
  • 11:45
Space shuttle taking off on a mission

The firm has struck a deal with Envestnet, a U.S.-based wealth tech provider

The pandemic's impact on markets led to a decline in assets under management

Emotional Stress, Bankruptcy, Finance

Is a crisis the right time to review risk tolerance?