The ratings agency says wealth management may come under pressure
McCarthy Taylor is an independent financial advisory firm based in Worcester
Outlook for 2019 is gloomier, says Ian Russell, president and CEO of IIAC
Clients can access financial planning tools using Google Assistant
Private banking and full-service brokerage unite
Foundation Wealth Partners uses a platform that allows advisors to launch their own independent business
The new functions add to existing insurance and savings services
Clients are becoming more demanding about structuring their wealth in tax-efficient but legal ways
Clients will be able to buy Canadian mutual funds and North American ETFs for free
The firm's client assets under management and administration will grow to more than $5 billion