Partnership

BCU Wealth Management partners with Raymond James

Industry

BCU Wealth Management partners with Raymond James

Partnership represents Raymond James' further affiliation with financial institutions

By Staff |September 10, 2018

1 min read

Decorative pattern

Industry

Broadridge partners with Wealthsimple

The partnership will also enable Broadridge to drive efficiencies in client onboarding, compliance and account transfers, says a release.

By Staff |December 5, 2017

1 min read

Decorative pattern

Industry

Wealthsimple partners with Forstrong for active management

Wealthsimple for Advisors has partnered with Forstrong Global Asset Management Inc. Read: Wealthsimple says it can compete in U.S. market The partnership allows financial advisors to invest client assets in Forstrong’s actively managed investment strategies, using Wealthsimple’s platform for advisors. Also read: Is your client cheating on you? Major data breach touches U.S. robo, but […]

By Staff |March 6, 2017

1 min read

Decorative pattern

Industry

Dundee Capital Partners now called Eight Capital

Eight Capital is the new name of Dundee Capital Partners. The name change follows a December 2016 purchase of Dundee Capital Markets assets from Dundee Corporation by an employee group, making the firm a stand-alone partnership. Read: Why partnerships make sense Also read: Does going fee-based save clients tax? Canaccord’s Canada AUA gains 32.5% over […]

By Staff |February 13, 2017

1 min read