Canaccord incorporates the Genuity brand into its global wealth management division
Canadian Western Bank signs agreement to purchase 55% of investment management firm
US$210 million acquisition advances strategy for bank’s wealth management business
Financial co-op adds scale in wealth management
Private Swiss bank Julius Baer Group to acquire Merrill Lynch Bank (Suisse)
Firms agree on US$13.5 million valuation
The increasing demand for wealth-management support services is being driven by baby-boomer clients who may have a significant amount of assets and greater need for more sophisticated financial advice
Sun Life's sale of its global wealth-management arm means more growth in this profitable sector for CIBC
Wealth management firms, advisor must adapt
When it comes to the ever-important areas related to wealth-management support services, advisors say the help of experienced and knowledgeable staff is very much needed when dealing with clients approaching retirement