Wealth management

Canaccord Genuity acquires U.K.-based independent Fallback Image Decorative pattern

Industry

Canaccord Genuity acquires U.K.-based independent

McCarthy Taylor is an independent financial advisory firm based in Worcester

By Staff |January 29, 2019

1 min read

Strong demand for wealth management drove industry in 2018 Strong demand for wealth management drove industry in 2018

Industry

Strong demand for wealth management drove industry in 2018

Outlook for 2019 is gloomier, says Ian Russell, president and CEO of IIAC

By Staff |January 21, 2019

2 min read

IA Financial introduces virtual assistant service Fallback Image Decorative pattern

Technology

IA Financial introduces virtual assistant service

Clients can access financial planning tools using Google Assistant

By Staff |January 17, 2019

2 min read

BMO Financial Group creates BMO Private Wealth Canada and Asia Fallback Image Decorative pattern

Industry

BMO Financial Group creates BMO Private Wealth Canada and Asia

Private banking and full-service brokerage unite

By Staff |January 15, 2019

1 min read