Wealth management firm welcomes four advisors
New York-based firm will concentrate on ultra-high-net-worth clients in the U.S.
Investing in superior client experience, increasingly using digital technology, could help firms retain and add clients, EY report suggests
As growth of HNW assets slows, wealth managers must deliver visible value, digital tools, says annual Capgemini report
Benjamin Tal, deputy chief economist at CIBC World Markets Inc., explains why the $750-billion inheritance wave expected over the next decade will be saved —not spent — increasing the need for investment advice.
One recommendation is that firms should look to partner with fintech companies already in the market that can help them to catch up to today’s technology
The firm is reducing advisor recruiting and focusing on retaining top-performers
The credit union and its financial planning subsidiary will offer investment services to its members through Qtrade’s full-service and direct brokerage platforms
72 former Dundee Goodman Private Wealth advisory teams join Echelon
Canaccord Wealth Management advisors will have exclusive access to Credit Suisse products while Credit Suisse is looking to bolster its Canadian business