The recent uptick in small advisory firms reflects several factors affecting the Canadian wealth business
Robo assets under administration increased this year, and B2B demand is growing
Almost 80% of firms were profitable in the first five months of this year — and industry employment figures hit a record-high in May
Black professionals say it's time for a real conversation and a shift in power dynamics
Why SROs work well for investors and the industry
Executives have realized that remote-based operations can continue in a post-pandemic world
Peter Mennie assumes the position of global head of ESG research and integration
The firm has added an ICPM business division with the creation of its Private Counsel subsidiary
Three firms have joined the industry group
Charles Schwab, TD Ameritrade and E*TRADE have all dropped trading commissions