Advisors and dealers are rethinking their pre-coronavirus routine of serving clients from their offices
Adam Bighill has been building a book of business “from the ground up” at Wellington-Altus
CEO Roy Gori expects the pandemic will demonstrate the value of diversified wealth management
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