Keyword: Wealth management

755 results found

Raymond James names a new head of investment strategy, while iA shakes up its executive team

Participating life helps drive Canadian insurance sales, but wealth sales drop 23%

Manulife head office building in Toronto, Canada. Manulife is a Canadian multinational insurance company.

Within wealth management, retail net inflows dropped 80%

Proceeds of $1.34-billion deal will pay down debt

Wealth management and individual insurance sales dropped at iA Financial

Management group no longer ruling out individual asset sales

Hand putting Coins in glass jar with retro alarm clock for time to money saving for retirement

As more Canadians retire and the fixed income space grows, financial services companies are pivoting

planning challenge

Wealthy clients who earn capital gains and make large donations will be hit

Net flows decreased by 60% to $990 million from $2.5 billion a year earlier

  • By: IE Staff
  • May 4, 2023 May 4, 2023
  • 12:20

Fleeing financial advisors and clients could reduce bailout's benefit to the bank