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Keyword: Asset management

62 results found
Business people sitting and discussing at business meeting, in office

The cash deal is valued at more than $1 billion

ballpoint ink pen and calculator on a financial spreadsheet statement with columns of numbers for an accounting budget finance reconciliation

A U.S. report suggests a secular change related to fee pressure

  • By: Staff
  • February 7, 2019 February 7, 2019
  • 11:54

Kristi Mitchem will replace the retiring Richard Wilson on March 18

  • By: Staff
  • January 23, 2019 January 23, 2019
  • 09:40
Difficult choices of a businessman due to crisis

Annual EY survey reveals key challenges and firms' progress

  • By: Staff
  • November 6, 2018 December 4, 2018
  • 14:23

Investment management firm Fiera Capital Corporation has added three senior fixed income professionals. Charles Lefebvre, Luc Bergeron and Tan Vu Nguyen are joining the firm’s fixed income team, said a release on Thursday. The three new team members previously worked together at Optimum Asset Management. Their new titles are: Charles Lefebvre, vice-president and senior portfolio […]

  • By: Staff
  • September 7, 2017 August 21, 2018
  • 09:58

If your client holds assets jointly, controversies could arise over right of survivorship or termination

Manulife Financial Corporation reported higher earnings in its Q1 results on Thursday, with the company for the first time exceeding $1 trillion in total assets under management and administration. For the quarter ended March 31, common shareholders’ net income was $1.35 billion, up from $1.05 billion in the same period a year earlier. Global AUM […]

  • By: Staff
  • May 4, 2017 August 21, 2018
  • 13:14

IA Financial Group grew its assets under administration in 2016, reaching $126.2 billion at the end of the year, up 9% from $115.8 billion at the end of 2015. Reporting its fourth-quarter results for the period ending December 31, 2016, the company said net income for its individual wealth management segment was $120 million for […]

  • By: Staff
  • February 16, 2017 August 21, 2018
  • 13:26

Canaccord Genuity Group’s Canadian wealth management business grew its assets under administration by 32.5% over the past year, the firm says, reaching $12 billion at the end of 2016 as it registered additional assets from new advisory teams. “Assets in our Canadian wealth management business continued to improve, primarily due to the success of our […]

  • By: Staff
  • February 10, 2017 October 25, 2018
  • 10:44

Learn about special considerations and exceptions.