Although global high net-worth individuals’ wealth surpassed US$70 trillion for the first time, only 55.5% said they connected very well with their wealth managers
The charitable giving program allows clients to incorporate philanthropic giving into their overall wealth plan
Adopting a strategy focused on technology would give a firm’s advisors greater potential to grow their businesses
Investment and commercial banking departments can provide leads for wealth managers
The digital wealth platform lets advisors onboard, engage and manage their clients more efficiently
The back-office support services firm aims to address the growing demand for fee-based accounts
The transaction allows the bank to increase its reliance on wealth management as a source of earnings
Partly because of their age, advisors haven’t been operating their businesses with a digital mindset
The head of newly formed Aviso Wealth aims to attract advisors from the banks, independent firms and insurers
MD Financial will operate as a distinct, stand-alone brand within Scotia Wealth Management upon the closing of the deal