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  1. IE Staff
    Jeff Moody succeeds Tom MacMillan
  2. Canadian Press
    The company launched in the U.S. at the end of January
  3. Leah Golob
    The recently acquired PrivateBancorp will now operate under the CIBC brand; TD completes Scottrade acquisition
  4. Leah Golob
    The U.K. wealth management firm brings more than $13.5 billion in assets under administration, management and management contract
  5. 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
  6. 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
  7. James Langton
    New service uses machine learning
  8. IE Staff
    The company has named new heads to various key units, including its global wealth and asset management segment
  9. IE Staff
    The amalgamation of the two legal entities is expected to create a more efficient corporate structure
  10. Fiona Collie
    The firm has purchased BBS Securities and its affiliates, Pario Technology and Virtual Brokers