Assante Wealth Management

CI continues aggressive growth with $10 billion acquisition

Company agrees majority interest in fast-growing Canadian advisory firm, making it three deals in less than a week

Appway continues Canadian expansion

Deployment of client lifecycle management system at prominent wealth firm

Franklin Templeton Canada announces new head of Private Wealth

Firm also unveils new Head of Institutional to drive business forward

Top tips from our top 50 financial advisors

This article compiles insights from some of the professionals featured on our Top 50 Advisors list since its launch

CI Financial elects new board directors

Election were held at the firm’s annual shareholder meeting

Why being open about fees, performance drives client satisfaction

J.D. Power says most investors are unaware of CRM2 rules

Assante Wealth wants to help clients be philanthropic

Asset manager launches charitable giving program

Are Canada’s big banks broken?

As one more banking giant settles with regulators, concerns over enforcement emerge

IIAC appoints first female board chair

The historic appointment reflects an increased focus on diversity across the industry

Finalists revealed for Wealth Professional Awards

It’s the biggest night of the year in the calendar of Canadian financial advisors – and now the finalists are revealed