Keyword: Wealth management

755 results found
advisor and client meeting

A report from the Family Entreprise Foundation offers ideas to prepare the next generation

  • By: IE Staff
  • June 15, 2023 June 15, 2023
  • 17:02

Deal adds investment counsel portfolio managers to Canada Life

Plus other moves within the industry this week

Rejected contract

The special committee evaluating the offer was unanimous in its recommendation

Credit provisions, rising capital, liquidity, expenses blunt banks' results

The group said there's "no reasonable chance" conditions will be met by a June 13 deadline

How investment advisors rated their firms' performance

  • By: IE Staff
  • June 2, 2023 June 17, 2024
  • 10:28
chart showing downward movement

Announcement follows S&P's downgrade of firm in early May

Barclays analyst predicts Winnipeg-based insurer will deploy capital to strategic growth avenues

The breach, which affected clients of InvestorCOM, has compromised information related to Empire Life's seg funds and mutual funds