The firm is reducing advisor recruiting and focusing on retaining top-performers
The credit union and its financial planning subsidiary will offer investment services to its members through Qtrade’s full-service and direct brokerage platforms
72 former Dundee Goodman Private Wealth advisory teams join Echelon
Canaccord Wealth Management advisors will have exclusive access to Credit Suisse products while Credit Suisse is looking to bolster its Canadian business
New report argues that inefficiencies impair client service and advisors’ success, as they’re saddled with administrative chores
The firm is undergoing a private arbitration process to resolve the multi-million dollar dispute over retirement benefits
Firms benefit from increased revenue diversification
The transformation involves engaging clients in a three-step approach to gain a deep understanding of their needs and values
With a refreshed logo and website, RBC joins Scotiabank and BMO in integrating the wealth-management divisions into the main business more cohesively
A bevy of services and brands will now fall under the umbrella of Scotia Wealth Management banner