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  1. Brian Lewis
    The move would enable the firm to better respond to members’ changing needs by bringing them new products and delivering new online banking and mobile technologies
  2. Tessie Sanci
    The acquisitions will expand Fairfax’s footprint in Latin America significantly and builds on the company’s current expansion in Eastern Europe
  3. Tessie Sanci
    Gerard Ferguson is launching J2 Capital Management, which is buying Jemmek Capital Management and two funds from Front Street, the firm he led from February to July
  4. James Langton
    PitchBook provides data and research on certain aspects of the private capital markets, including venture capital, private equity and M&As
  5. Tessie Sanci
    impak Finance received $425,000 in pledges within 24 hours to help it build a financial services platform dedicated completely toward the impact economy
  6. Tessie Sanci
    Scottish firm Interactive Investor to purchase TD Direct Investing
  7. IE Staff
    The addition of Vancouver’s LePoidevin Group is part of the firm’s strategy to bring in more advisors and grow its AUM
  8. Tessie Sanci
    Hootsuite Advisor has three user levels that allow an advisor to choose his or her degree of social media knowledge and then use the features designed specifically for that level
  9. Fiona Collie
    Glidepath differs from its competitors in that the firm’s platform is designed only for financial planners and it has no direct-to-consumer component
  10. James Langton
    No change to the risk of the business