Keyword: Wealth management

755 results found
compensation communication

Advisors are generally satisfied with their pay, but some are questioning industry standards of compensation

  • By: Katie Keir
  • February 12, 2024 February 9, 2024
  • 00:13
high rating performance

Some areas, such as tax and estate planning, showed room for improvement

  • By: Emily Fox
  • February 12, 2024 February 9, 2024
  • 00:12

Meeds had been head of investment management practices and wealth insurance services since 2018

  • By: Katie Keir
  • February 9, 2024 February 9, 2024
  • 11:24

The firm's Canadian wealth management business generated $77 million in third-quarter revenue

  • By: IE Staff
  • February 8, 2024 February 8, 2024
  • 10:42
A man in a suit walking up concrete steps.

Banks, insurers tend to benefit from higher rates even as financial stress builds, rating agencies say

vintage microphones

New firm Delisle Advisory Group named a COO, plus more executive and advisor shifts

  • By: Katie Keir
  • February 2, 2024 February 2, 2024
  • 12:44
Modern office building close up in sunlight

Edmonton-based firm looks to draw business-owner clients from the big banks

vintage microphones

Leslie Byberg will oversee enforcement as the regulator looks for a new director

  • By: Katie Keir
  • January 23, 2024 January 23, 2024
  • 15:32

Declining net interest income and rising credit stress to weigh on results in 2024

a woman entering a door of unknown mystery

Alongside Macoun's pending exit from Canada Life were changes at Wellington-Altus, Broadridge Financial and more

  • By: Katie Keir
  • January 18, 2024 January 18, 2024
  • 15:19