AI will be able to provide a breadth of information and predictions while advisors use their judgment and soft skills in interacting with clients
Harleen Bains, Susan Rimmer and Duane Green were given the WCM Awards for Leadership while Priya Radha was handed the WCM Rising Star Award
The open-ended fund will invest in mortgages secured by high-quality commercial real estate
The firm is becoming the sole asset manager for certain funds and launching new Series F units for others
Better saving habits are critical to ensuring that many Canadians can retire and withstand personal emergencies
The firm’s vice chairman of investment banking is leaving to establish a principal business in the mining sector
Brett Pitts will steer the bank’s digital portfolio and manage North American digital experiences
Sprott would move CFCL’s class A shareholders to a new Sprott-managed Sprott Physical Gold and Silver Trust
New subadvisor for Counsel Short Term Bond
The startup took home a prize of $65,000 for its pitch on automating high-end, fee-only financial planning