12/15/2021
Apex was appointed in recognition of its ability to provide a full suite of services across fund administration, corporate services and depositary to Compass Group’s funds, augmented by additional tailored solutions that meet Compass Group’s r
12/14/2021
All financial amounts in Canadian dollars unless stated otherwise.
12/14/2021
Making the case for a transformed business model.
12/14/2021
Apex’s fund administration services are the foundation of its single-source solution.
12/10/2021
Addition of Six-Advisor Practice Will Bring Wealth Enhancement Group's Total Client Assets to More Than $55 Billion
12/10/2021
The firm is known for its holistic wealth management and planning, which integrates the totality of the financial planning processes.
12/10/2021
Brookline Bancorp Launches Clarendon Private, Boston's Newest Investment and Wealth Management Company
12/10/2021
Sivel Capital Management assumed the Mariner Wealth Advisors name when the deal closed on Nov. 30, 2021.
12/10/2021
Canada’s Top Wealth Advisors is a new annual ranking program, produced by The Globe and Mail and SHOOK Research.
12/09/2021
The transaction will close on Dec. 31. Ms. Darrah, Mr. Boulton and Mr. Miller will serve as Senior Vice Presidents, Financial Advisors at Wealth Enhancement Group.
12/06/2021
CI’s U.S. wealth management assets surpass US$100 billion in less than two years
12/05/2021
The Leading Women in Wealth Award was based on peer and client feedback in the following key areas: professional accomplishments over the last five years, demonstrated promotion, influence and championing women within the industry, and other awards and ac
12/04/2021
Lexington is adding Thompson Wealth Management, a $340 million AUM firm in Concord, Mass., to its growing team of wealth management professionals.
12/03/2021
A fulsome regulatory review is required to avoid the pesky unknowns that inevitably alter the profits and losses of the new office.
12/03/2021
The team offers comprehensive wealth management services to a variety of clients including business owners and foundations, Raymond James says.
12/02/2021
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry.
12/02/2021
By combining with CI Private Wealth, we will benefit from CI’s capabilities and support in all aspects of the business, allowing us to further enhance the service and attention we provide to our clients.
12/02/2021
Over the next decade, almost a quarter of this population will transfer more than $18 trillion in wealth, a sum greater than China’s annual GDP in 2020.
12/02/2021
Strategic Acquisition to Add US Wealth Distribution Team and Individual Investor-Focused Real Estate and Credit Products with Over $5 Billion of AUM
12/01/2021
Specializing in tailored investment and planning strategies, Henry Bragg & Co. offers an integrated approach to wealth management