Assets under management in Canadian retail were $411 billion as of April 30, up from $397 billion at the end of Q2 2021
Naveed Irshad will succeed Michael Doughty
Wealth management income was down in the quarter
Analyst says results could lead to negative earnings revisions around fee income growth in wealth management
A roundup of the latest advisor and executive moves
CI Financial Corp. is taking a “centralized” approach to advisor recruitment, in part to avoid having its CI Assante Wealth Management and Aligned Capital Partners businesses compete against each other. “As opposed to Assante looking for advisors to recruit, Aligned looking for advisors to recruit, [and] sometimes bumping into one another, now [we’re] having just […]
Industry leaders cite planning, culture, banking power to fuel advisor practices
Across big banks and independent firms, many shifts are occurring
Mackenzie's investment fund sales declined
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