Wealth management

Planning for hybrid work in wealth management Planning for hybrid work in wealth management

Industry

Planning for hybrid work in wealth management

Firms consider their post-pandemic plans

By Michelle Schriver |July 15, 2021

5 min read

Foundation Wealth opens Calgary office Fallback Image Decorative pattern

Industry

Foundation Wealth opens Calgary office

Rod Walsh and Matthew McDowell are joining the independent firm

By Staff |June 29, 2021

1 min read

CI to acquire U.S. wealth manager Radnor Fallback Image Decorative pattern

Industry

CI to acquire U.S. wealth manager Radnor

The deal is the latest in a string of purchases that will bring the firm's U.S. assets to US$68 billion

By Staff |June 28, 2021

1 min read

Bank clients act on advice, but don’t want it: survey Fallback Image Decorative pattern

Industry

Bank clients act on advice, but don’t want it: survey

J.D. Power finds customer satisfaction increases dramatically when clients receive advice that meets their needs

By Staff |June 25, 2021

2 min read