Keyword: Wealth management

755 results found
office technology investment

Advisors face a host of challenges integrating new tech

growth in challenging times

There's higher demand for advisor coaching and consulting that can't be ignored

  • By: Katie Keir
  • November 24, 2022 November 24, 2022
  • 09:00
announcement

This week's industry moves

  • By: Katie Keir
  • November 22, 2022 November 22, 2022
  • 14:16
change direction

Changes include executive shifts at iA Financial Group related to wealth division

  • By: Katie Keir
  • November 18, 2022 November 18, 2022
  • 11:55
advisor investor trust

Tips from those who made the transition

  • By: Todd Humber
  • November 16, 2022 November 16, 2022
  • 09:16

Availability of capital is influencing acquisitions

The firm also plans to migrate $14 billion of Aligned Capital assets to its in-house custody platform

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

Net inflows in retail wealth management dropped by 87%

Retail fund sales remained positive as customers sought cash-equivalent products

  • By: IE Staff
  • November 9, 2022 November 9, 2022
  • 12:12
advisor and client meeting

IG Wealth's latest index shows most Canadians expect a recession next year

  • By: Katie Keir
  • November 9, 2022 November 9, 2022
  • 08:00