Keyword: Wealth management

709 results found
Megaphone

Other industry moves this week include a new head for the FP Canada Institute

  • By: Katie Keir
  • March 23, 2023 March 23, 2023
  • 14:34
Stock Quotes as graphs and tables with magnifier and calculator in panoramic format

The firm is asking regulators for more time after reconstituting a special committee evaluating management's takeover bid

  • By: Staff
  • March 23, 2023 March 23, 2023
  • 14:00
Business people sitting and discussing at business meeting, in office

New appointments come a week after four board members opposed to the takeover resigned

Business people working in a conference room

The firm appointed Terrence Lyons as director and member of the committee evaluating the bid

Portrait Of Happy Multiethnic Employees In Office Holding Cardboard Boxes

A team of former MD Financial advisors has emerged at Richardson Wealth

Toronto skyline in financial district

The shareholder is pushing for board changes by May 10 and nominated two directors

Business young people in the job interview, signed an employment contract with boss in the office

The firms are looking to add scale and grow their wealth management business

  • By: Staff
  • March 7, 2023 March 7, 2023
  • 17:39
Business and financial district in a city with pillars

Revenue growth across major business segments was outpaced by rising costs

Financial stock market graph on technology abstract background

RF Capital CEO Kish Kapoor attributed the problems to technology issues, data transfer challenges and user training

Professional advice, financial plan provide significant confidence boost