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
New York-based firm will concentrate on ultra-high-net-worth clients in the U.S.
Investing in superior client experience, increasingly using digital technology, could help firms retain and add clients, EY report suggests
As growth of HNW assets slows, wealth managers must deliver visible value, digital tools, says annual Capgemini report
Benjamin Tal, deputy chief economist at CIBC World Markets Inc., explains why the $750-billion inheritance wave expected over the next decade will be saved —not spent — increasing the need for investment advice.
One recommendation is that firms should look to partner with fintech companies already in the market that can help them to catch up to today’s technology