How advisors and planners in the Report Card series rated their industry channels collectively
Assets under management and advisement rise to $302.6 billion
It’s the firm’s second acquisition in a matter of months
Review highlights importance of managing integration, debt structures
$597-million transaction has been approved by regulators
Credit wobbles aside, net interest income, capital markets revenues up
Most branch advisors and planners felt good about their workplace support in this year's report
U.S. private equity firm to invest nearly $400M, putting “cash in everyone’s jeans”
IGM Financial will remain second-largest shareholder
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent