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Echelon Wealth Partners names Joe Oliver as chairman

Lawrence Ullman, most recently of Richardson GMP, is going to bat on his own with Ullman Wealth Management

Bridgehouse introduces Morningstar Managed Investments Program

The program includes five risk-targeted Morningstar portfolios consisting of mutual funds, pooled funds and ETFs

FSCO reports decrease in insurance advisors’ compliance rates

The results of the review of 65 small firms also provides additional guidance for these firms to meet their obligations

Barrantagh Investment Management will take over as portfolio advisor for Scotia Private Canadian Mid Cap Pool as of June 1

CSA targets arrangements between dealers and portfolio managers

Although regulators don’t oppose these arrangements, it stresses that dealers and portfolio managers must satisfy their regulatory obligations

These apps reduce clutter

Transcend Direct is being ushered in as a response to the financial services industry’s new regulatory and technological environment

Portfolio managers Jonathan Norwood and Richard Wong succeed Lawrence Chin and Andrew Massie

  • By: IE Staff
  • March 24, 2016 March 24, 2016
  • 15:25

The expansion will bring the independent investment-management firm closer to 40% of its client base

After filling a risk profile online, clients will be contacted by Antya Investments’ founder and portfolio manager to discuss investment options

Moves in the Canadian Fundamental Equity Team and U.S. Core Value Equity Team as a result of the imminent departure of two senior portfolio managers