Wealth management

Richardson Wealth investment team moving to Purpose as part of partnership Fallback Image Decorative pattern

Industry

Richardson Wealth investment team moving to Purpose as part of partnership

Craig Basinger's team will join Purpose Investments next month

By Staff |August 24, 2021

2 min read

Cloud computing transforming brokerage industry, report says Cloud computing transforming brokerage industry, report says

Industry

Cloud computing transforming brokerage industry, report says

Technology presents opportunities as well as challenges for firms, FINRA said

By James Langton |August 16, 2021

2 min read

CI Financial acquires $3.4-billion Ohio-based RIA Fallback Image Decorative pattern

Industry

CI Financial acquires $3.4-billion Ohio-based RIA

The firm also announced earnings results for second quarter of 2021

By Rudy Mezzetta |August 10, 2021

2 min read

Manulife beats expectations as second-quarter profit surges to $2.6 billion Manulife beats expectations as second-quarter profit surges to $2.6 billion

Life

Manulife beats expectations as second-quarter profit surges to $2.6 billion

Global wealth and asset management net inflows reached $8.6 billion

By The Canadian Press |August 5, 2021

2 min read