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  1. IE Staff
    Name change represents final stage of management-led buyout of diversified assets business of SAM
  2. Canadian Press
    Website error exposed customers’ personal information including names, birthdates and phone numbers
  3. IE Staff
    Breton Hill’s investment process will continue to be led by co-founder Ray Carroll
  4. IE Staff
    Jeff Moody succeeds Tom MacMillan
  5. Canadian Press
    The company launched in the U.S. at the end of January
  6. Leah Golob
    The recently acquired PrivateBancorp will now operate under the CIBC brand; TD completes Scottrade acquisition
  7. Leah Golob
    The U.K. wealth management firm brings more than $13.5 billion in assets under administration, management and management contract
  8. Megan Harman
    The new office will house more than 2,000 employees and places a priority on creating a collaborative environment in order to attract top talent
  9. Armina Ligaya
    More than 88% of shareholders rejected a plan that would have seen Buffett’s Berkshire Hathaway acquire 23.9 million more shares for $246.7 million
  10. James Langton
    New service uses machine learning