The acquisition adds $1.5 billion in assets under administration and about 300 advisors and support staff to Peak’s growing team
New CEO is well known to Assante’s advisors, having held several senior positions at the firm
Firm president Warren MacKenzie sees demand among investors for third-party consulting on their investments
LeeSide Capital Management’s three co-founders plan to start with segregated accounts and expand into mutual funds
What started as an internal governance dispute involving some members of the Mutual Fund Dealers Association of Canada has boiled over into a public review of its governance practices.The B.C. Securities Commission will conduct a review of recent bylaw changes by the MFDA, which some disgruntled MFDA members say would leave smaller dealers underrepresented on […]
Criterion Investments goes convertible
The purchase of Blackmont Capital is a perfect fit, says the executive director of Macquarie’s full-service brokerage in Australia
Customization options are available at both the dealer and the advisor levels