“Wealthsimple Black” will provide clients with $100,000 or more invested in the service with a lower management fee and access to tax-efficient funds and tax-loss…
Insured damage for 2016 topped $4.9 billion
Dennis Tew and Matthew Williams are the new heads of national sales and institutional and client service, respectively
Cutting operating costs and adapting technology to compete effectively and compensate for lack of scale are also key traits of successful firms, says Ian Russell…
In part three of a three-part series, “Women in Capital Markets 2016: Extraordinary Leaders,” Dan Richards, CEO, Client Insights, discusses career advice and a unique…
The change in structure will allow the firm to broaden its ability to provide financial services to Canada’s credit union system
The association notes that the CSA’s and the self-regulatory organizations’ rules already address compensation-related conflicts of interest
Both firms will acquire an additional 3.9% equity interest each in the Chinese asset manager for $179 million, increasing both companies’ stakes in the firm
Deal will help meet growing demand of asset management community for ESG data and insights
Last year saw the fewest and lowest value of new issues in almost two decades
The firm is acquiring a stake in China AMC, which had $215 billion in AUM and an annual compound growth rate of 40% in the…
Purchase advances firm’s U.S. growth strategy
The transaction gives the asset management firm access to money managers from around the globe
120 currency exchange houses have been identified by the Central Bank of Iraq as being in territory that is accessible by Daesh
Capital infusion will help fund future acquisitions
Board is being expanded to improve regional representation
Plan Institute’s materials will be distributed in bank’s branches
U.S. authorities accuse Platinum Partners of falsely reporting an average of 17% returns while collecting more than US$100 million in fees
IIAC has a new series to help with client conversations
The Switzerland-based insurer will continue to be run by Scott Carmilani
Recent reports from the two government-related committees contain recommendations for the feds to step up their efforts against offshore tax avoidance and tax evasion
The investor advocacy group is calling on U.K. regulators to clarify and enforce existing disclosure requirements for online advisory firms
The firm invested a further US$25 million into Personal Capital, bringing its total investment in the company to US$75 million and raising its stake to…
The CU now has the support it requires to pursue regulatory approval for federal CU status from several federal bodies, which is expected to take…
Carnegie Asset Management to be renamed C WorldWide Asset Management