Acquisition includes two well-known private client wealth brands
New managers each have "disciplined investment approach and extensive experience"
People can fall into insolvency when they delay seeking professional assistance
Firm says the fund has achieved its 'capital appreciation and risk-mitigation objectives'
Record financial quarter achieved by 'being diligent' in reducing SG&A expenses
Study finds a change of perspective can have a positive impact on clients’ financial wellbeing
New roles recognize pair’s 'contributions and success at preserving and building wealth for clients'
New software allows advisors to put client goals at the centre of their portfolio
New ads will portray the CPA profession in a modern light
Investment broadens the fund’s exposure to India's lucrative logistics sector