Keyword: Wealth management

756 results found
growing wealth

The company's assets increased dramatically following several acquisitions

Core earnings dip slightly despite profit increase, however

vintage microphones

The company will name a new president in the coming weeks

The deal will lead to net proceeds of approximately $210 million

Julie Cowan is Grayhawk's new relationship lead for high-net-worth clients

  • By: IE Staff
  • February 1, 2021 February 1, 2021
  • 11:35
Fisheye and Aerial View of Beijing Skyline at Night

Large market poised for growth, but breaking in won't be easy

Wilson takes over from Benjamin Scholten, who's been acting as CFO on an interim basis

  • By: IE Staff
  • January 26, 2021 January 26, 2021
  • 11:35

Deal for Segall Bryant & Hamill will double the size of CI's U.S. business

change direction

Firm hopes to leave behind the upheaval of the past few years

iA Securities and HollisWealth have merged, creating a $40-billion IIROC platform