CI buys two U.S.-based RIAs with $8.1B in combined assets
Wealth management firms based in Florida and North Carolina serve ultra-high-net-worth clients
- By: Rudy Mezzetta
- August 8, 2024 August 8, 2024
- 15:38
Wealth management firms based in Florida and North Carolina serve ultra-high-net-worth clients
Misconduct continued even when rep was under close supervision, CIRO says
U.K. firms failing to meet new investor protection standards, review finds
It's the lowest level in more than a year
Internal review, external assessment slated to be published toward end of 2024
Better market performance was offset by sizable loss on sale of debt instruments
It's the first snapshot of the U.S. labour market since last week’s disappointing jobs data for July
Weak market signals disinflation, need for more rate cuts, company report says
Deliberations summary suggests governing council wants the economy to pick up speed again
Fund manager, H2O, agrees to provide €250 million to unitholders
Rents for residential properties in July averaged $2,201 per month, up 5.9% from last year
Exchange aims to boost corporate services with deal
Disappointing U.S. retail sales raise bets for more rate cuts
Housing starts forecast to drop to 247,000 this year as costs, inventories rise
Economists had expected a 0.4% increase
Alleged $213-million loan guarantee remains subject of dispute
U.K. agency brings first proceeding alleging illegal promotional activity
Agency found firm failed to report suspicious transaction
Date not reasonable for industry implementation, tax practitioner says
$10M capital gains exemption for sellers set to expire at end of this year
Aging client base, different registered accounts are changing how advisors see RRSP season
Plus, moves at Our Family Office, Harvest ETFs, Manulife Wealth, Canada Life and more
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Fees, ease of access are key considerations for investors when selecting an ETF
Plus, National Bank changes diversified equity fund
Net monthly ETF inflows reach $22B in January: report