Home Wealth management

Keyword: Wealth management

261 results found
Communication network concept. Multiple exposure.

New digital platform for independent advisors

COO of Agora Dealer Services says company exists "to support independent advisors and dealers"

Medical solution health care concept as a doctor walking on a red tightrope or highwire around a group of tangled wires as a symbol of challenges in insurance and the risk in illness treatment for patients

Scotiabank caters to physicians with new suite of banking services

The offering will compete with TD’s Management for Health Care Practitioners program

  • By: Staff
  • March 27, 2019 March 27, 2019
  • 14:49
Business people sitting and discussing at business meeting, in office

Share price of Gluskin Sheff surges following news of its takeover

Onex Corp. has agreed to acquire Gluskin Sheff for $445 million

  • By: Staff
  • March 26, 2019 March 26, 2019
  • 11:12
Business people working in a conference room

Canaccord Genuity set to acquire Thomas Miller Wealth Management

The deal is expected to close at the end of Q2

  • By: Staff
  • March 21, 2019 March 21, 2019
  • 11:40
11119737 - in the spotlight featuring concept for the theater stage with glowing lights on red velvet cinema curtain and drapes representing the entertainment communications concept of an important announcement in a rich cinema and theatrical environment.

SP Wealth is now Sightline Wealth Management

The rebranding follows the firm's transition since the buyout from Sprott Inc.

  • By: Staff
  • March 5, 2019 March 5, 2019
  • 10:58
Couple Meeting With Financial Advisor In Office

Women’s growing share of assets to change wealth management

More attention will be given to planning and advice for women, a CIBC report says

  • By: Staff
  • March 4, 2019 March 4, 2019
  • 11:23
Toronto skyline in financial district

Risks lurking for Canadian banks despite positive outlook: DBRS

The ratings agency says wealth management may come under pressure

  • By: Staff
  • January 30, 2019 January 30, 2019
  • 13:13
Canadian and British Flags

Canaccord Genuity acquires U.K.-based independent

McCarthy Taylor is an independent financial advisory firm based in Worcester

  • By: Staff
  • January 29, 2019 January 29, 2019
  • 10:45
Financial Advisor Assisting Senior Couple

Strong demand for wealth management drove industry in 2018

Outlook for 2019 is gloomier, says Ian Russell, president and CEO of IIAC

  • By: Staff
  • January 21, 2019 January 21, 2019
  • 14:39
Close up of senior woman on tablet

IA Financial introduces virtual assistant service

Clients can access financial planning tools using Google Assistant

  • By: Staff
  • January 17, 2019 January 17, 2019
  • 10:33