Vancouver dealer's differential compensation favoured socially responsible funds and portfolio funds
Credential’s partner firms and their advisors will gain access to Nest Wealth Pro’s white label robo-advisor platform as a result of the agreement
The firm, which has 200 credit union and 1,500 advisor partners, has seen its AUA grow by 246% since 2009 to $30.2 billion from $8.75 billion
OnPoint Fee-Based Account, which has been rolled out over the past several weeks, allows advisors at Credential’s credit union partners to charge a set percentage fee
New program will provide money management services to high net worth credit union members
Partnership will offer MGA services to six credit unions in British Columbia
Staking claims to be provider of choice to CUs
Expansion of services to portfolio managers called a natural extension of Credential’s business
Firm launches self-clearing model and Montreal trading desk
Credential Direct marked its 10th anniversary or October 2, and the credit union system’s preferred full service brokerage says it has plans to further expand its business.Founded by Credential Financial Inc., in partnership with Canadian credit unions, Credential Direct launched in October 2000. “Credential Direct is an important part of the overall Credential offering and […]