Bull Wealth wins investment analysis award

By Staff | February 20, 2015 | Last updated on August 21, 2023
1 min read

Advisor’s Jessica Bruno spoke to Bullwealth’s President and CEO Martin Sims about the transformation the firm has undergone since being bought back. The full article appears in the February 2015 issue of Advisor’s Edge.

“In 2013, Sims and his three partners analyzed how best to grow their firm, which provides independent due diligence research on investments and managers to clients. …The firm was looking for another growth market in addition to private client business.”

Read more here.

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Advisor.ca staff

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.