New executive will work to grow firm while focused on overall P&L and pursuing cutting-edge tech platforms
Appway's Head of North America speaks out on seismic digital shift, CFR, and other trends driving tech investment
Asset and wealth management giant reports all-time high AUM levels following 'incredible progress' on strategic priorities
Firm takes total assets to $204 billion, with approximately 1,100 advisory teams in Canada alone
Top advisor on the importance of risk assessments and how financial housekeeping can avert self-sabotaging responses
Canadian company has snapped up a number of U.S. RIAs and believes tech platform can elevate experience for clients and advisors
Company agrees majority interest in fast-growing Canadian advisory firm, making it three deals in less than a week
Deployment of client lifecycle management system at prominent wealth firm
Firm also unveils new Head of Institutional to drive business forward
This article compiles insights from some of the professionals featured on our Top 50 Advisors list since its launch
