Home Wealth management

Keyword: Wealth management

155 results found
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
Old Montreal Port Downtown at night

The deal boosts Fiera’s total AUM to more than $136 billion and makes it a “competitive force” in the HNW market

  • By: IE Staff
  • May 31, 2018 May 31, 2018
  • 11:45
Manitoba Legislative Building in Winnipeg, Manitoba, Canada

The new wealth management office is home to three investment teams

two couples having a picnic on the beach

Sam Collins named president and CEO of revamped firm

Financial protection for the future, nest egg, retirement savings

New firm focused on family offices and HNW clients