Both firms now operate under the Investia banner
The investment management firm plans to double its assets in the next five years
As ETF assets in the MFDA channel continue to grow, more firms are hopping on board
The firm reported earnings per common share of $2.03 for the quarter
CWB will add approximately 140 employees and $6 billion in assets under management
iA WealthAssist combines the services of an investment advisor with the convenience of a self-serve platform
New offerings include three specialty funds and two U.S. equity funds
The insurance and wealth management company saw EPS grow by 15% for a second straight quarter
New LOC allows whole life insurance policyholders to borrow up to 90% of their policy’s cash surrender value
Approximately 175,000 Excellence clients will join iA Insurance