Wealth management

CI acquires 100% of WealthBar, announces plans for CI Direct Investing Fallback Image Decorative pattern

Industry

CI acquires 100% of WealthBar, announces plans for CI Direct Investing

The new platform will offer DIY investing and wealth management services  

By Rudy Mezzetta |May 21, 2020

2 min read

Morgan Stanley to launch wealth-management business in Canada Morgan Stanley to launch wealth-management business in Canada

Industry

Morgan Stanley to launch wealth-management business in Canada

Canaccord Genuity will be platform provider for the new business.

By Staff |May 20, 2020

1 min read

Canaccord to roll out unified managed account platform Fallback Image Decorative pattern

Industry

Canaccord to roll out unified managed account platform

The firm has struck a deal with Envestnet, a U.S.-based wealth tech provider

By Rudy Mezzetta |May 12, 2020

1 min read

IGM Financial reports net earnings drop in first quarter Fallback Image Decorative pattern

Industry

IGM Financial reports net earnings drop in first quarter

The pandemic's impact on markets led to a decline in assets under management

By Mark Burgess |May 8, 2020

1 min read