Kronos is best known for its investment and insurance customer relationship management application and a financial needs analysis tool
ABEX Brokerage Services and ABEX National Brokerage will be integrated in PPI, a new subsidiary that IA acquired six weeks ago
The merger of Credential Financial, Qtrade and NEI Investments creates a wealth management firm with more than $55 billion in assets under management
The acquisition of The Benefits Company will strengthen Hub’s retirement and benefits operations
The deal will provide Fiera with the critical mass necessary “to be a competitive force” in the HNW market
The companies believe the deal will result in a company that offers a more effective and viable platform for enhancing shareholder value
All employees of online lender Thinking Capital will remain with the firm following completion of the transaction
The assets of Hong Kong-based Clearwater Capital Partners will be added to Fiera’ private alternative investments division
Acquisition helps Scotiabank expand in the institutional space
The acquisition of two sizable MGAs adds 3,000 independent life insurance advisors to IA’s distribution network