Wealth management

Wellington-Altus receives $85 million investment from minority partners Fallback Image Decorative pattern

Industry

Wellington-Altus receives $85 million investment from minority partners

Investment from Jessiman Family Investments and the Cynosure Group will go toward advisor incentive offers and acquisitions

By Daniel Calabretta |November 2, 2021

2 min read

Forstrong regains majority interest in firm from iA Financial Fallback Image Decorative pattern

Industry

Forstrong regains majority interest in firm from iA Financial

iA obtained a majority stake in Forstrong in 2013

By Staff |November 1, 2021

1 min read

CI Financial affiliate acquires Odyssey Wealth Fallback Image Decorative pattern

Industry

CI Financial affiliate acquires Odyssey Wealth

The transaction solidifies the firm’s presence in the Dallas, TX region

By Staff |October 28, 2021

1 min read

Manulife Investment Management names co-chief investment strategists Fallback Image Decorative pattern

Industry

Manulife Investment Management names co-chief investment strategists

Kevin Headland and Macan Nia assume the roles immediately, following Philip Petursson's departure

By Staff |October 25, 2021

1 min read