The relaunch formalizes its transition into a full-service wealth management firm
Wealth-management firms compete for the business of health-care professionals
Wellington-Altus chairman Charlie Spiring is entering a new venture to do what he does best: Create wealth
A majority of wealth-management companies worldwide rate technology as difficult to master, but banks are committed to developing innovations that help advisors meet clients' needs
Financial advisory firm expands the company’s U.K and Europe wealth-management operations
Portfolio manager named director of private client wealth
The new CEO of PWL is focused on embracing technology and bringing in young advisors to help the firm attract clients
The partnership-based portfolio management firm allows advisors to launch their own business
Maxime Ménard succeeds Pierre Lapointe as president
Robert Sankey succeeds Tony Arrell, who will continue as chairman