Why well-managed small and mid-size independent dealers are competing effectively
The firm saw revenue from its global wealth management operations grow by 15.2%
Firm now focused on transition to a pure play wealth management business
But most, paradoxically, are confident about meeting their retirement goals
Demographic changes will dramatically alter advisory practices
Advisors can now serve U.S. clients or Canadian clients with U.S.-domiciled accounts
Executives share insights into next steps for the wealth management firm
Offering includes wealth management advice
The firm has named new heads of wealth in Toronto and Quebec
The deal is valued at approximately US$300 million