Wealth management

Wealthsimple taps Allianz in $100-million investment round Fallback Image Decorative pattern

Industry

Wealthsimple taps Allianz in $100-million investment round

The robo-advisor will use the funding to develop new products and evolve its B2B platform

By Staff |May 22, 2019

1 min read

Sluggish loan growth eats into CIBC’s Q2 profits in the wake of five rate hikes Fallback Image Decorative pattern

Industry

Sluggish loan growth eats into CIBC’s Q2 profits in the wake of five rate hikes

Retail banking losses were offset by wealth management gains

By The Canadian Press |May 22, 2019

2 min read

Broadridge to acquire Toronto-based wealth management software firm Fallback Image Decorative pattern

Industry

Broadridge to acquire Toronto-based wealth management software firm

The deal for RPM Technologies is valued at approximately US$300 million

By Staff |May 21, 2019

1 min read

Manulife partners with BEworks to train advisors in behavioural economics Fallback Image Decorative pattern

Industry

Manulife partners with BEworks to train advisors in behavioural economics

Advisors can fall prey to the same biases as clients

By Mark Burgess |May 16, 2019

2 min read