Partnerships – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 22 Nov 2024 19:00:36 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Partnerships – Investment Executive https://www.investmentexecutive.com 32 32 Breaking up doesn’t have to be hard to do https://www.investmentexecutive.com/inside-track_/ellen-bessner/breaking-up-doesnt-have-to-be-hard-to-do/ Fri, 22 Nov 2024 21:00:23 +0000 https://www.investmentexecutive.com/?p=497116 Three steps to reduce the risk and pain of advisor partnership breakups

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]]> iA Financial names new VP for real estate investments and commercial mortgages https://www.investmentexecutive.com/news/industry-news/ia-financial-names-new-vp-for-real-estate-investments-and-commercial-mortgages/ Tue, 19 Oct 2021 20:13:48 +0000 https://www.investmentexecutive.com/?p=431778 Claude Sirois will be responsible for iA's real estate holdings

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]]> Wealthscope partners with ESG data company https://www.investmentexecutive.com/news/industry-news/wealthscope-partners-with-esg-data-company/ Thu, 16 Sep 2021 16:08:21 +0000 https://www.investmentexecutive.com/?p=428862 The partnership allows the fintech to add ESG scores to its portfolio analytics

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]]> Richardson Wealth to adopt Fidelity Clearing’s advisor tech platform https://www.investmentexecutive.com/news/industry-news/richardson-wealth-to-adopt-fidelity-clearings-advisor-tech-platform/ Thu, 26 Aug 2021 16:29:23 +0000 https://www.investmentexecutive.com/?p=427551 The platform will provide custody, clearing and trade settlement services

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]]> Richardson Wealth investment team moving to Purpose as part of partnership https://www.investmentexecutive.com/news/people/richardson-wealth-investment-team-moving-to-purpose-as-part-of-partnership/ Tue, 24 Aug 2021 15:37:31 +0000 https://www.investmentexecutive.com/?p=427262 Craig Basinger's team will join Purpose Investments next month

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]]> Richardson Wealth, Bloom Burton form healthcare sector–focused alliance https://www.investmentexecutive.com/news/industry-news/richardson-wealth-bloom-burton-form-healthcare-sector-focused-alliance/ Wed, 10 Feb 2021 16:01:27 +0000 https://www.investmentexecutive.com/?p=415780 By combining their services, the firms aim to better support investment clients in the space

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]]> MD Financial and Scotiabank partner with women physicians https://www.investmentexecutive.com/news/industry-news/md-financial-and-scotiabank-partner-with-medical-association-for-women/ Wed, 13 Jan 2021 15:31:55 +0000 https://www.investmentexecutive.com/?p=414024 FMWC promotes the professional, social and personal development of female physicians in Canada

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]]> Mackenzie and Great-West Lifeco partner with private equity manager https://www.investmentexecutive.com/news/industry-news/mackenzie-and-great-west-lifeco-partner-with-private-equity-manager/ Thu, 17 Sep 2020 16:56:52 +0000 https://www.investmentexecutive.com/?p=407263 The relationship will boost the firms' private market offerings

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]]> Purpose Advisor Solutions partners with Calgary family office https://www.investmentexecutive.com/news/industry-news/purpose-advisor-solutions-partners-with-calgary-family-office/ Wed, 06 May 2020 13:56:59 +0000 https://www.investmentexecutive.com/?p=400178 Firm is the latest to sign on with the digital operations platform

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]]> Sun Life to expand infrastructure expertise with investment in InfraRed https://www.investmentexecutive.com/news/industry-news/sun-life-to-expand-infrastructure-expertise-with-investment-in-infrared/ Wed, 18 Dec 2019 15:52:26 +0000 https://www.investmentexecutive.com/?p=392697 The deal also has provisions for Sun Life to acquire the remaining equity of InfraRed within five years

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