CIBC Atlantic Trust Private Wealth Management will become part of CIBC Private Wealth Management
Manulife named most valuable insurance brand in Canada
Make your message consistent across all platforms, and deliver what you promise
Bold use of branding fundamentals can help connect you better to your current and prospective clients
When a firm changes its name and logo, much is at stake. A rebranding requires buy-in from stakeholders
The name change will unify the firm’s various businesses in Canada, the U.S. and the U.K. as well as address confusion among the public as to what the firm does
Choose a name that sounds good and leaves room for you to grow
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses three of the 10 lessons from his September 2015 column in Investment Executive. He explains why you don’t need a multimillion-dollar advertising budget to build your brand.
Financial advisors can learn valuable lessons from the world's largest consumer products company. You don't need a multimillion-dollar advertising budget to build your brand
Building a distinct brand helps clients focus on you as their first choice for advisory services