Wealth management

CI Financial buys US$7.5-billion RIA in Chicago CI Financial buys US$7.5-billion RIA in Chicago

Industry

CI Financial buys US$7.5-billion RIA in Chicago

Gofen and Glossberg, LLC offers customized investment, planning services to HNW clients

By Rudy Mezzetta |November 10, 2021

1 min read

Canaccord reports $61.79 million profit in Q2 Fallback Image Decorative pattern

Industry

Canaccord reports $61.79 million profit in Q2

The firm reported record M&A revenue

By Staff |November 9, 2021

2 min read

Addressing the fears and “custom” needs of millennials Fallback Image Decorative pattern

Planning and Advice

Addressing the fears and “custom” needs of millennials

A report examines how financial planners can connect with the next generation of investors

By Katie Keir |November 9, 2021

3 min read

Gen Z focused on saving, budgeting in face of pandemic setbacks: survey Fallback Image Decorative pattern

Planning and Advice

Gen Z focused on saving, budgeting in face of pandemic setbacks: survey

Despite concerns around debt and budgeting, most are feeling optimistic about their financial futures

By Daniel Calabretta |November 9, 2021

2 min read