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Keyword: Wealth management

445 results found
Hand choosing employee group of businessmen new job appointment notice

Firm plans to rebrand Aligned Capital to link it directly with CI brand "at some point," CEO says

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Industry leaders cite planning, culture, banking power to fuel advisor practices

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Across big banks and independent firms, many shifts are occurring

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Mackenzie's investment fund sales declined

  • By: IE Staff
  • May 6, 2022 May 6, 2022
  • 14:09
client meeting

Plus, find out how your firm rated on overall investor satisfaction

  • By: IE Staff
  • May 5, 2022 May 5, 2022
  • 13:08
Close up of Business people shaking hands, finishing up meeting, business etiquette, congratulation, merger and acquisition concept

Maria Jose Flores was named the firm's president on May 3, and she plans to take the dealer to $50B in AUA

announcement

Meghan Meger and Geoff Newton will take over as co-heads of BMO Private Wealth in Canada next month

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Appointments were made at two of the Big Six banks; AIMCo hires its first CTO

  • By: Katie Keir
  • April 29, 2022 April 29, 2022
  • 15:09
Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

Brent Joyce has been hired as chief investment strategist and managing director of BPIC

Newly appointed executives will zero in on tax and retirement planning, intergenerational wealth transfer and social responsibility