The firm reported earnings per common share of $2.03 for the quarter
Stavis & Cohen manages US$570 million in assets for HNW families
Wealthy investors rely more on professional advice, study finds
The deal fits CI’s strategy to expand its wealth management business
Demographics represent yet another headwind for asset managers
The average client has $75,000 in assets and is saving for retirement, an MFDA report says
Advisors may need to review financial plans more as the pandemic forces clients' priorities to change
Technology can help firms and advisors meet changing client expectations
Covid-19 and low oil and gas prices pose challenges for Albertans looking to invest
Respondents to a global survey say factor strategies continue to meet or exceed expectations