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
Investors are getting a much better sense of their tolerance for risk, and need reassurance from advisors
Jovian shares to be delisted
Charlie Spiring to use skills honed at Wellington West to expand National Bank’s advisor force
Canada’s strong financial services industry makes it easier for firms to compete for global talent
Canada’s third-largest bank reorganizes into four core businesses