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globe of money gold

Although global high net-worth individuals’ wealth surpassed US$70 trillion for the first time, only 55.5% said they connected very well with their wealth managers

  • By: IE Staff
  • June 19, 2018 June 19, 2018
  • 12:00
Financial protection for the future, nest egg, retirement savings

The charitable giving program allows clients to incorporate philanthropic giving into their overall wealth plan

  • By: IE Staff
  • June 18, 2018 June 18, 2018
  • 16:15
Downtown office buildings Toronto

Adopting a strategy focused on technology would give a firm’s advisors greater potential to grow their businesses

Bank building exterior and interior

Investment and commercial banking departments can provide leads for wealth managers

Team project work Analyze reports plans, papers, documents, statistics calculations

The digital wealth platform lets advisors onboard, engage and manage their clients more efficiently

Growth red graph over golden coins stacks over white

The back-office support services firm aims to address the growing demand for fee-based accounts

  • By: IE Staff
  • June 5, 2018 June 5, 2018
  • 12:45
Bank of Nova Scotia, Toronto, On

The transaction allows the bank to increase its reliance on wealth management as a source of earnings

Close-up Of Two Businessman Analyzing Graph On Digital Tablet

Partly because of their age, advisors haven’t been operating their businesses with a digital mindset

Investment Executive June 2018 front cover

The head of newly formed Aviso Wealth aims to attract advisors from the banks, independent firms and insurers

Medical doctor wearing blue uniform holding happy funny smiling piggybank

MD Financial will operate as a distinct, stand-alone brand within Scotia Wealth Management upon the closing of the deal

  • By: IE Staff
  • May 31, 2018 May 31, 2018
  • 16:35