Wealth management

Decorative pattern

Canaccord achieves record revenue in latest quarter

The firm reported net income attributable to common shareholders of $29 million

By Staff |November 9, 2020

2 min read

Decorative pattern

GMP Capital reports net loss after closing Richardson deal

Assets under administration increased

By Mark Burgess |November 6, 2020

2 min read

Decorative pattern

CI acquires Florida-based RIA

Company also announced plans to list common shares on NYSE

By Staff |November 5, 2020

2 min read

Decorative pattern

Profits grow for iA Financial in Q3

The firm reported earnings per common share of $2.03 for the quarter

By Staff |November 4, 2020

1 min read

Decorative pattern

CI acquires majority stake in Stavis & Cohen

The Houston-based RIA manages US$570 million in assets for HNW families

By Rudy Mezzetta |November 3, 2020

2 min read

Decorative pattern

Time to shift your focus to middle-class investors: Moody’s

As the wealthy dwindle, industry will have to seek AUM in the middle class

By James Langton |October 30, 2020

2 min read

Decorative pattern

Market Insights

How creative should investors get with the 60-40 portfolio?

With low interest rates locked in, some investors are ready to try new strategies

By Mark Burgess |October 29, 2020

3 min read

IIAC says proposed title rules shouldn’t apply to dealers regulated by SROs

IIAC says proposed title rules shouldn’t apply to dealers regulated by SROs

The industry group made the case against duplication in its submission

By James Langton |October 27, 2020

1 min read

Decorative pattern

HSBC Bank Canada posts $157-million profit in Q3

Expected credit losses moderated as the economic outlook improved

By Staff |October 27, 2020

1 min read

Decorative pattern

As investor priorities shift during pandemic, advisors must follow

A survey found short-term planning is becoming more important

By Mark Burgess |October 26, 2020

2 min read

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