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
The deal boosts Fiera’s total AUM to more than $136 billion and makes it a “competitive force” in the HNW market
The new wealth management office is home to three investment teams
Sam Collins named president and CEO of revamped firm
New firm focused on family offices and HNW clients
The emerging trend of “open banking” has the potential to be the most important catalyst for change in our industry