Moody’s will bring a rich content library to the Canadian company. CSI will boost Moody’s online training capacity
Scotiabank has upped the ante with its acquisition of DundeeWealth but aims to keep the two sales forces separate
Counsel will continue to offer Titan Managed Portfolios
$325 million cash and stock deal
Number of deals flat
Canaccord Genuity Asia will advise Chinese clients expanding abroad and foreign clients seeking to enter China
Deal expands advisor distribution, products
Goodman leadership to continue; Bank to maintain relationship with independent advisors
Management team, staff and operations will continue to be based in Toronto
Payment resolves lawsuit over Wachovia deal