Industry

CG Wealth Management hits $40B asset threshold, sets sights on doubling that CG Wealth Management hits $40B asset threshold, sets sights on doubling that

Industry

CG Wealth Management hits $40B asset threshold, sets sights on doubling that

Big investments in wealth management to continue, Canaccord Genuity Corp. CEO says

By Michelle Schriver |October 22, 2024

3 min read

CIRO revisits returning money to harmed investors CIRO revisits returning money to harmed investors

Industry

CIRO revisits returning money to harmed investors

Self-regulatory organization consults on proposed disgorgement distribution policy

By James Langton |October 21, 2024

2 min read

Canadians lack financial literacy, confidence in managing money: survey Canadians lack financial literacy, confidence in managing money: survey

Industry

Canadians lack financial literacy, confidence in managing money: survey

Including the next generation in family discussions can help advisors build trust and retain clients

By Jonathan Got |October 21, 2024

2 min read

Harbourfront Group acquires Rothenberg Wealth Management Harbourfront Group acquires Rothenberg Wealth Management

Industry

Harbourfront Group acquires Rothenberg Wealth Management

Deal builds on Harbourfront’s recent purchase of Cornerstone Investment Counsel Ltd., which was completed in June 2024

By Staff |October 18, 2024

1 min read