The All Group team, whose practice is focused primarily on institutional and retail wealth management, will join Hampton as it continues to grow its asset base
HollisWealth’s business model is close to that of IA
HollisWealth will add $34 billion in AUA, 800 licensed advisors and 400,000 active clients to IA’s growing wealth-management operations
The platform is expected to become a major source of growth for the firm as it allows advisors to manage client relationships more effectively
The bank has also announced additional executive changes, including a new COO and the current COO moving into the role as vice chairman
The dealer has entered into an exclusive partnership with Shaunessy Investment Counsel to sell its custom ETF portfolios
Investors will expect greater digital proficiency and access from their advisors as well as increased digital capabilities from their investment providers
Firms are choosing to invest in new technologies related to data analytics and automated asset allocation rather providing clients with mobile offerings
Toronto firm will retain its management team, brand and identity
Wealth management firm welcomes four advisors