Wealth management

Full-service firms fall short on holistic advice: J.D. Power Fallback Image Decorative pattern

Industry

Full-service firms fall short on holistic advice: J.D. Power

Plus, find out how your firm rated on overall investor satisfaction

By Staff |May 5, 2022

2 min read

New Carte Wealth president wants to take dealer to $50B New Carte Wealth president wants to take dealer to $50B

Industry

New Carte Wealth president wants to take dealer to $50B

Maria Jose Flores was named the firm's president on May 3 and remains chief compliance officer

By Daniel Calabretta |May 5, 2022

2 min read

BMO Private Wealth names leadership duo Fallback Image Decorative pattern

Industry

BMO Private Wealth names leadership duo

Meghan Meger and Geoff Newton will take over as co-heads of BMO Private Wealth in Canada next month

By Katie Keir |May 4, 2022

2 min read

Fund managers face asset, margin pressure Fallback Image Decorative pattern

Industry

Fund managers face asset, margin pressure

While challenges multiply, traditional asset managers look resilient to market turmoil, says a Fitch report

By Staff |April 29, 2022

2 min read