AUM and AUA were also up, for the quarter and compared with March 2020
The firm saw record gross sales of seg funds and mutual funds in the quarter
J.D. Power ranked wealth management firms based on investor satisfaction
The Grondin Group has partnered with Walter GAM and W Investments Group
A TD Wealth study offers insight on how different types of clients respond to advice and volatility
Dayes will develop strategies across tax planning, financial planning and charitable giving, the firm said
The new capital comes from leading venture funds and celebrities including Drake and Michael J. Fox
Integration of T.E. Wealth and Leon Frazer platforms gives bank scale to compete with Big Six, CWB executives say
The nominees reflect the firm's "bold and ambitious" growth agenda
Hedge fund-linked losses point to "lurking" risks, Moody's cautions