A reduction in expenses and an improvement in retail sales helped offset another quarter of net redemptions
Revenue in global wealth management operations was up 10.7%
James Virgo will be based in Mercer's Toronto office
The advisory firm announced a “strategic arrangement” with INFOR
Matt Evans has held progressive leadership roles at the bank since 2010
J-F Courville and Dave Nugent will join the firm as managing partners
The deal is expected to “boost Harbourfront’s already growing asset base”
Agora's Private Client Platform offers model portfolios tailored to clients with average account sizes
The new platform from Pascal Financial will feature investment algorithms powered by artificial intelligence
The transaction is part of CI’s plan to grow its presence in the U.S. RIA market