Both firms to retain full autonomy over their investment strategies
Dan Hallet to lead combined firm’s fund research and asset management
Robson named head of Crestline Canada
Inhance fund family to be merged with new IA Clarington SRI funds
Bank to acquire J.P. Morgan’s third party investment advisor servicing business
Acquisition deepens financial planning capabilities and broadens network
Deal will boost Global’s advisor count to over 250
Public company acquisitions with 25% or more dilution of issued and outstanding securities will require security holder approval
Purchase significantly expands Manulife’s wealth management business
Deal puts supplier of insurance products and services to Canadian credit unions under Canadian ownership