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Keyword: Wealth management

465 results found
Gavel

The US$8.1-million settlement will be distributed to harmed investors

Jigsaw Puzzle on Blue background

Firms consider their post-pandemic plans

loudspeaker

Rod Walsh and Matthew McDowell are joining the independent firm

  • By: Staff
  • June 29, 2021 June 29, 2021
  • 10:55
Business young people in the job interview, signed an employment contract with boss in the office

The deal is the latest in a string of purchases that will bring the firm's U.S. assets to US$68 billion

  • By: Staff
  • June 28, 2021 June 28, 2021
  • 12:26
Couple getting financial advice from consultant at home

J.D. Power finds customer satisfaction increases dramatically when clients receive advice that meets their needs

  • By: Staff
  • June 25, 2021 June 25, 2021
  • 11:39
Macro shot of a hand of a businessman signing or writing a document on a sheet of white paper using a nibbed fountain pen.

Szeto has moved his practice over from BMO Nesbitt Burns, where his team managed a $370-million book

  • By: Staff
  • June 25, 2021 June 25, 2021
  • 10:09
office worker with mask and briefcase

Three firms set out to change their typical advisor force with new recruitment strategies

loudspeaker

The investment in Loop Capital allows the bank to expand its U.S. wealth management business

  • By: Staff
  • June 23, 2021 June 23, 2021
  • 13:30
Toronto skyline in financial district

Many firms have new targets and strategies, but real change will take time

loudspeaker

The brokerage's investment in technology is a key part of its new growth strategy

  • By: Staff
  • June 21, 2021 June 21, 2021
  • 11:33