Covid-19 and low oil and gas prices pose challenges for Albertans looking to invest
Respondents to a global survey say factor strategies continue to meet or exceed expectations
Aligned has $10B in assets and over 200 advisors
The U.S. firm specializes in fixed index annuities
The family office firm recently announced a deal with Sagard Holdings
Spending promises could lead to higher taxes, experts warn
The transaction is expected to close within 30 days
He'll be responsible for the firm's wealthiest clients
The recent uptick in small advisory firms reflects several factors affecting the Canadian wealth business
Kevin Sullivan will support the revised terms and withdraw a slate of proposed directors