Consolidation

‘Death by a thousand cuts’ for independent IIROC firms?

The number of firms registered to trade securities has continued to fall, reaching 167 this month. And one industry group predicts an additional decline of 50 more investment houses over the next few years. IIROC, the self-regulatory group that registers securities dealers and dealer firms, tells Advisor.ca the number of regulated firms is down from […]

By Simon Doyle |October 20, 2016

3 min read

Industry

McKinsey & Co acquires PriceMetrix

McKinsey & Company has acquired PriceMetrix.

By Staff |September 8, 2016

1 min read

Planning and Advice

The ABCs of cash flow planning: U is for Unification

Each week, we look at the ABCs of cash flow management.

By Stephanie Holmes-Winton |May 26, 2014

3 min read

Industry

PwC buys Westmark Consulting

PwC Canada is buying Vancouver-based Westmark Consulting.

By Staff |February 12, 2014

1 min read

Manage all assets for clients

Clients can have assets all over—RRSPs with different institutions, inherited stocks, mutual funds bought from an advisor who long ago left the business, and a smattering of funds in an online brokerage account.

By Stuart Foxman |January 4, 2013

3 min read

Macquarie hits 200-advisor milestone

Macquarie Private Wealth has announced it has hit a milestone of 200 advisors, spread across 12 offices between Victoria and Montreal. The firm entered the Canadian market in 2009 with the acquisition of Blackmont Capital.

By Staff |December 5, 2011

1 min read

‘Death by a thousand cuts’ for independent IIROC firms?

McKinsey & Co acquires PriceMetrix

The ABCs of cash flow planning: U is for Unification

PwC buys Westmark Consulting

Byren Innes moves to PwC

Manage all assets for clients

Macquarie hits 200-advisor milestone