Advisor

Scared of losing clients? Here’s what they want Fallback Image Decorative pattern

Industry

Scared of losing clients? Here’s what they want

Wealth managers shouldn’t give up on retaining current clients and acquiring new assets. Here's how to avoid that.

By Staff |August 26, 2016

3 min read

DoubleLine Capital’s Bonnie Baha dies Fallback Image Decorative pattern

Industry

DoubleLine Capital’s Bonnie Baha dies

Bonnie Baha, the head of Global Developed Credit at DoubleLine Capital LP, has died.

By Staff, with files from The Associated Press |August 22, 2016

1 min read

IPC eyes Wealthsimple as it expands private wealth offering Fallback Image Decorative pattern

Industry

IPC eyes Wealthsimple as it expands private wealth offering

IPC says its rapidly expanding private wealth service is coming from more baby boomers who are selling the family business.

By Simon Doyle |August 10, 2016

3 min read

Artificial intelligence, overseen by humans, key to new robo Fallback Image Decorative pattern

Industry

Artificial intelligence, overseen by humans, key to new robo

A new firm claims it has an edge over traditional robo-advisors.

By Simon Doyle |August 4, 2016

3 min read