Keyword: Wealth management

755 results found

IPO should help reduce leverage that fuelled RIA acquisition spree

Acquisition will help grow, diversify the bank's wealth management franchise

a man pushing a giant ball while others push squares

With the firm's growing suite of offerings, now is an "exciting" time to assume the role, David Sykes says

Eaton Vance Investment Counsel provides wealth services to HNW, UHNW clients

Brewin Dolphin has more than 30 offices in Britain and Ireland

a woman entering a door of unknown mystery

There were multiple moves in the wealth management space, including top-tier promotions at Wellington-Altus

  • By: Katie Keir
  • March 24, 2022 March 24, 2022
  • 14:51

Shaun Hauser is the firm's CEO, while Jordy Chilcott becomes president of the firm's private wealth and insurance arms

announcement

Deputy chief economist Dawn Desjardins announced her retirement from RBC, while other industry veterans emerged in new roles

  • By: Katie Keir
  • March 18, 2022 March 18, 2022
  • 12:59

Recruiting pipeline to Richardson Wealth, other independents, remains "very strong", Kish Kapoor says

Strength in Canadian, U.S. retail banking underpinned revenue growth