Canaccord Genuity Wealth Management

Why Canaccord's takeover bid for RF Capital is a 'great cultural fit'

Richardson Financial Group adamant its not for sale but Canaccord president tells WP why advisors would benefit

Two advisors leave TD Bank for Canaccord

Independent adds combined $410 million AUA to its roster as it begins 2021 in style

How social media helped advisor increase AUM in 2020

Digital marketing is an 'extremely long play' but done right, it can be an effective lead generation tool

Calm down! Why the Blue Wave is already priced in

Portfolio manager warns that unless investors have a 'competitive advantage on information', they're too late

Calm down, the Blue Wave is already priced in

Portfolio manager warns that unless you have a 'competitive advantage on information', you're too late

How consolidation reshaped wealth management

Year in Review: the industry has seen a flurry of acquisitions in 2020. Could it be a sign of things to come?

Why investors must wait for election clarity

Markets will head top-right again once this political duel is behind us, says portfolio manager

Why a 'blue wave' will be long-term fillip for investors

CIO expects Biden win and, after a market dip, better long-term growth prospects

WP Awards 2020: winners revealed

A total of 23 awards were handed out at yesterday’s virtual event, which celebrated the industry's best in class

Richardson GMP CEO admits anxiety at potential 'value destruction'

Amid boardroom acrimony and departing advisors, CEO believes firm has 'incredible potential' if transaction approved