Home Wealth management

Keyword: Wealth management

276 results found
Business people shaking hands

The U.S. firm specializes in fixed index annuities

We made a deal. Close up of arms of successful two business partners shaking hands. They are sitting at the table near documents in cafe. The businessman and woman are drinking coffee

The family office firm recently announced a deal with Sagard Holdings

Spending promises could lead to higher taxes, experts warn

The transaction is expected to close within 30 days

Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

He'll be responsible for the firm's wealthiest clients

  • By: IE Staff
  • October 6, 2020 October 6, 2020
  • 10:11
Couple getting financial advice

The recent uptick in small advisory firms reflects several factors affecting the Canadian wealth business

Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

Kevin Sullivan will support the revised terms and withdraw a slate of proposed directors

  • By: Mark Burgess
  • September 29, 2020 September 30, 2020
  • 11:56
Business people shaking hands

The deal is the first direct equity investment in a regional or local operation for Assante

Robo assets under administration increased this year, and B2B demand is growing

  • By: Fiona Collie
  • September 21, 2020 September 17, 2020
  • 00:13
man doing bicep curls

Stable income, rising wealth a bright spot for big global investment firms