Mandeville advisors can refer clients and prospects to the new platform, which combines the benefits of a robo-advisor but with access to private alternative strategies, for a referral fee
With the completion of the deal, IA becomes one of the largest non-bank wealth-management firms in Canada with almost $80 billion in AUA
For insurance advisors, average age, tenure in the industry and with their firms, as well as annual compensation, is most revealing
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After more than 15 years at Investment Executive (IE) — the last eight as editor-in-chief — I have decided that it’s time to retire. I’ll be taking a few months to decompress before moving on to the next challenge. The last decade and a half has brought tremendous change to the financial services sector. Waves […]
Peter Lee says CIBC's combined services for HNW clients are a "cross-pollination" that appeals to this affluent group