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Keyword: Partnerships

23 results found
Close up of Business people shaking hands, finishing up meeting, business etiquette, congratulation, merger and acquisition concept

The relationship will boost the firms' private market offerings

  • By: IE Staff
  • September 17, 2020 September 17, 2020
  • 12:56
businessman showing where to sign agreement law contract pen

Firm is the latest to sign on with the digital operations platform

  • By: IE Staff
  • May 6, 2020 May 6, 2020
  • 09:56
Handshake of businessmen - success, congratulation, greeting & business partner concepts

The deal also has provisions for Sun Life to acquire the remaining equity of InfraRed within five years

Grand opening, cutting red ribbon

The investment counselling firm also announced a strategic partnership with VELA Wealth

  • By: IE Staff
  • December 16, 2019 December 16, 2019
  • 10:35
Close-up Of Two Businessman Analyzing Graph On Digital Tablet

The web-based platform aims to help fund wholesalers enhance their value propositions to advisors

  • By: IE Staff
  • December 5, 2019 December 5, 2019
  • 12:54

The partnership is intended to help educate CI advisors on how to serve aging clients

Silhouttes of Two Business People Having a Handshake

The agreement expands Sun Life Vietnam's distribution network

  • By: IE Staff
  • November 26, 2019 November 27, 2019
  • 12:10
businesspeople with digital tablet sitting in modern office

Rapport is the first credit union to join Wealthsimple's advisor platform

  • By: IE Staff
  • September 18, 2019 October 17, 2019
  • 11:33
people helping each other hike up a mountain at sunrise

Working with a partner can help you grow your business while making sure your clients get the best service available throughout the year

Three tips for dissolving an advisory partnership

  • By: Leah Golob
  • December 2, 2015 October 30, 2019
  • 11:30