Keyword: Wealth management

755 results found
changes ahead sign

Alongside Manulife Securities getting a new president and CEO, other shifts occurred

plan idea

Rick Annaert has stepped down after 17 years, and Richard McIntyre, head of sales, takes his place

The bank's AUM of $345 billion represents an 11% increase from last year

  • By: IE Staff
  • March 1, 2022 March 1, 2022
  • 14:58

The firm's wealth management net income is down by 6% compared to Q1 2021

Net income for the wealth management segment was up 11% year over year

Two advisors made moves from big banks, alongside other industry moves

  • By: Katie Keir
  • February 24, 2022 February 24, 2022
  • 10:37

CI CEO MacAlpine says pipeline for new deals remains "robust" despite market volatility

top performance

Mutual Fund Families ranking: Energy, bank and real estate equities also performed well in 2021

Positioning, sound policy will help firms weather the inflationary storm

  • By: Ian Russell
  • February 18, 2022 February 18, 2022
  • 12:43

The results were attributed to fund sales and market performance

  • By: IE Staff
  • February 11, 2022 February 11, 2022
  • 13:32