In an exclusive with WP, the former Chairman of Merrill Lynch International is reflecting on the 2001 sale of Midland Walwyn to CIBC arguing its negative impact continues to be felt by Canada’s independents.
Advisors would do well to follow the lead of recruiters who are actively pursuing Lebron James’ 10-year-old son, anticipating his inevitable rise to stardom and financial success.
Lottery winners who suffer from “sudden wealth syndrome” lose most of their wealth within three years, a problem advisors have a very difficult time preventing.
Some of the events financial types are talking about.
Revenues in the wealth management unit are up over 100%. The increases are fueling results at the parent company.
The title of the Q3 market outlook, "Climbing the wall of complacency" is fitting.
One of Canada's leading dealers has disregarded the Ombudsman for Banking Services and Investments' recommendations to compensate investors, the agency reported Wednesday.
Advisors react to an investment legend's stance, sharing their thoughts on how reputation and trust can make or break their business.
In September, Richardson GMP became the largest independent wealth manager in Canada with the $132-million purchase of Macquarie Canada’s retail business. CEO Andrew Marsh tells Wealth Professional’s Christopher Myrick what prompted the deal and the big changes he sees for Canadian advisors
Richardson GMP CEO Andrew Marsh talks advisor retention and the survival of Canadian independents in the wake of his firm's acquisition of Macquarie Private Wealth and dozens of advisors jumping ship.