Wellington-Altus launches subsidiary with sub-advised funds
Independent Advisor Solutions will feature suite of funds from BlackRock
- By: IE Staff
- October 2, 2024 October 2, 2024
- 15:19
Independent Advisor Solutions will feature suite of funds from BlackRock
Bank names Kristin Milchanowski to oversee AI, analytics and robotics strategies
Shawn Brayman, R. Paul Thorne recognized for their "many contributions to the profession"
More than $13 billion in project financing is available to Indigenous communities through government programs, Morningstar DBRS says
Advisors should conduct independent analysis, educate clients, write detailed notes
Improve client engagement by understanding human behaviour
BCV Asset Management Inc. to retain Winnipeg headquarters, branding
Get ready to move beyond the PDF
In a new report, IFIC breaks down revenues from mutual funds, ETFs
Policy change comes in response to feedback from industry, Canadians
Appointments follow multiple executive changes as bank resolves U.S. investigations into anti–money laundering program
Approval by OSFI, minister of finance still to come
Caroline Ellison apologized for role in fraud, testified against CEO Sam Bankman-Fried
Also, wealth firm in Victoria, B.C., adopts d1g1t
Central bank also wonders how AI could affect inflation
Groups urge feds to launch a formal review of the Income Tax Act
In announcing his retirement, Bharat Masrani took responsibility for TD's money laundering failures
Company aims to rival the big banks, by having more than a trillion dollars in AUA
Firm aims to expand its private wealth secondaries business
The changes are set to come into force mid-December
Crew targeted crypto in a series of violent home invasion robberies, U.S. authorities charged
The government is also releasing drafts for a bill of rights for renters, as well as one for homebuyers
The appointment is effective Sept. 23
FP Canada clarifies financial planners' obligations when client relationships end