Pandemic uncertainty combined with a shift to passive investing will pressure banks
Sean O’Brien replaces Carl Mustos, who has left the company
The new “hybrid” platform will offer DIY investing, wealth management and financial planning services
Canaccord Genuity has been selected as Morgan Stanley’s platform provider
Advisors and dealers are rethinking their pre-coronavirus routine of serving clients from their offices
Adam Bighill has been building a book of business “from the ground up” at Wellington-Altus
CEO Roy Gori expects the pandemic will demonstrate the value of diversified wealth management
Comprehensive wealth management can result in value of 2.88%
Jonathan Durocher takes over at the end of the week
Wealthtech firm provides free subscriptions to Prevail by Pascal until July 1