Maxime Menard wants Fiera management to buy the 7 million+ shares of Fiera that Desjardins is selling
Portfolio manager explains why one major competitor for assets is not deploying capital right now
Tina Tehranchian explains why she brings up philanthropy in her prospect meetings
Senior PM breaks down why the Fed went a bit less hawkish than expected, what advisors should be looking for that could inform a future cut
Decision follows months of sticky inflation prints and slower than expected economic growth
Equiton explains what active management means in the context of a private REIT and how advisors can effectively assess property managers
US Federal Reserve meeting comes after months of sticky CPI prints and one unexpected GDP growth slowdown, could rates fall soon?
Ex-CEO buys and rebrands Evermore Capital to launch new venture
New list of the top 25 reflect the changing needs of advisors and clients today
After locking down some big clients, CapIntel CEO offers insights into why the tech a firm uses can become the most tangible part of their experience