Jan Sampson joins as the firm seeks to accelerate its digital transformation agenda and growth initiatives
Proud CEO Jos Schmitt reflects on his career so far after receiving lifetime achievement honour at the 2021 WP Awards
After a hugely successful day two of the WP Awards, we wrap up the remaining 11 winners, including advisor of the year and lifetime achievement
After more lively virtual panel discussions with our finalists, the remaining 11 award winners were announced, including advisor of the year
After surveying more than 1,700 advisors and wealth professionals, we salute the standout individuals and 15 firms that have excelled
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
