Investment and commercial banking departments can provide leads for wealth managers
The digital wealth platform lets advisors onboard, engage and manage their clients more efficiently
The back-office support services firm aims to address the growing demand for fee-based accounts
The transaction allows the bank to increase its reliance on wealth management as a source of earnings
Partly because of their age, advisors haven’t been operating their businesses with a digital mindset
The head of newly formed Aviso Wealth aims to attract advisors from the banks, independent firms and insurers
MD Financial will operate as a distinct, stand-alone brand within Scotia Wealth Management upon the closing of the deal
The deal boosts Fiera’s total AUM to more than $136 billion and makes it a “competitive force” in the HNW market
The new wealth management office is home to three investment teams
Sam Collins named president and CEO of revamped firm