Once a laggard in wealth management, Scotiabank has made great strides to close the gap these past few years
The acquisition will enhance IPC's offerings and broaden its advisory base while creating efficiencies in insurance
Banks believe wealth management operations key to future growth
The deal includes the acquisition of IPG, Virtuco Technologies and IPG Insurance
Wealth management sales saw double-digit growth for all three big insurers
To retain assets, wealth management firms will have to offer more services to clients, regardless of age, gender or nationality
Firm enhances its offering with the addition of portfolio managers
Firms willing to make strategic investments in compliance have an opportunity to differentiate themselves from the competition, according to report
Staking claims to be provider of choice to CUs
Improved dialogue and broader service offerings are helping deepen client relationships