Keyword: Wealth management

513 results found
Young people eating vegan food

A report examines how financial planners can connect with the next generation of investors

  • By: Katie Keir
  • November 9, 2021 November 9, 2021
  • 15:42
Teenagers Young Team Together Cheerful Concept

Despite concerns around debt and budgeting, most are feeling optimistic about their financial futures

Senior couple doing the income tax declaration online

However, retirees have seen their retirement plans disrupted by the pandemic

calculating numbers for income tax return with glasses pen and calculator

Richardson Wealth's advisory teams had average AUA of $218 million in Q3

  • By: Staff
  • November 5, 2021 November 5, 2021
  • 15:35
golden steps leading up, made of stacks of dollar coins in increasing height

The firm also announced a plan to buy back up to 39 million shares

calculating numbers for income tax return with glasses pen and calculator

The firm's wealth management segment reported record-high assets under advisement

Macro shot of a hand of a businessman signing or writing a document on a sheet of white paper using a nibbed fountain pen.

The Detroit- and New York-based firm is CI's latest U.S. acquisition

  • By: Staff
  • November 2, 2021 November 2, 2021
  • 14:27
Happy businesspeople walking

Brant advisors and their clients will join Riley Investment Services

Business people working in a conference room

Investment from Jessiman Family Investments and the Cynosure Group will go toward advisor incentive offers and acquisitions

Close up business man signing contract making a deal, classic business

iA obtained a majority stake in Forstrong in 2013

  • By: Staff
  • November 1, 2021 November 1, 2021
  • 14:39