Comprehensive wealth management can result in value of 2.88%
Jonathan Durocher takes over at the end of the week
Wealthtech firm provides free subscriptions to Prevail by Pascal until July 1
The company says the tool can speed up the discovery process for advisors
A reduction in expenses and an improvement in retail sales helped offset another quarter of net redemptions
Revenue in global wealth management operations was up 10.7%
James Virgo will be based in Mercer's Toronto office
The advisory firm announced a “strategic arrangement” with INFOR
Matt Evans has held progressive leadership roles at the bank since 2010
J-F Courville and Dave Nugent will join the firm as managing partners