Wealth management

Decorative pattern

Canaccord management group providing no assurance that offer will be extended

The group said there's "no reasonable chance" conditions will be met by a June 13 deadline

By Mark Burgess |June 2, 2023

1 min read

DBRS changes CI trend to negative, keeps rating unchanged

DBRS changes CI trend to negative, keeps rating unchanged

Announcement follows S&P's downgrade of firm in early May

By Rudy Mezzetta |May 31, 2023

2 min read

Great-West Lifeco sells Putnam Investments to Franklin Templeton

Great-West Lifeco sells Putnam Investments to Franklin Templeton

Barclays analyst predicts Winnipeg-based insurer will deploy capital to strategic growth avenues

By Staff, with files from The Canadian Press |May 31, 2023

2 min read

Industry moves this week

Industry moves this week

New appointments include senior executives with Harbourfront Wealth and AGF Management

By Katie Keir |May 26, 2023

2 min read

Asset managers make private market push with retail investors in mind

Asset managers make private market push with retail investors in mind

More products are becoming available but due diligence is key

By Mark Burgess |May 25, 2023

5 min read

Industry moves this week

Industry moves this week

Raymond James names a new head of investment strategy, while iA shakes up its executive team

By Katie Keir |May 16, 2023

2 min read

Sun Life Financial sees first-quarter earnings rise to $806 million

Sun Life Financial sees first-quarter earnings rise to $806 million

Participating life helps drive Canadian insurance sales, but wealth sales drop 23%

By Staff, with files from The Canadian Press |May 12, 2023

2 min read

Manulife reports net income of $1.4B in first results under new standards

Manulife reports net income of $1.4B in first results under new standards

Within wealth management, retail net inflows dropped 80%

By Staff, with files from The Canadian Press |May 11, 2023

2 min read

CI Financial sells 20% stake in U.S. business

CI Financial sells 20% stake in U.S. business

Proceeds of $1.34-billion deal will pay down debt

By Rudy Mezzetta |May 11, 2023

4 min read

Great West Lifeco sees net earnings drop, base earnings rise in first quarter

Great West Lifeco sees net earnings drop, base earnings rise in first quarter

Wealth management and individual insurance sales dropped at iA Financial

By Staff, with files from The Canadian Press |May 10, 2023

2 min read

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