Portfolio managers make switch from rival wealth management firms as independent continues to grow despite pandemic
Veteran portfolio manager points out some issues peers should be looking at as economies restart
Head of U.S. bank's new business tells WP investors will soon experience its fresh insights, global scale and commitment to Canada
Another Canadian firm has partnered with Envestnet and CEO says advisors must pay attention to COVID-19 communication trends
Independent selected for partnership as U.S. giant enters the Canadian wealth management space
Canaccord managing director tells WP why firm has staked its future on new partnership with Envestnet
Independent investment dealer joins forces with unified managed account platform, says it puts firm at 'front of the pack'
In this period of uncertainty, being prepared allows advisors to respond appropriately
Experts provide insights on how wealth advisors can approach the crisis
WPTV asks Rob Tetrault, senior vice president, Tetrault Wealth Advisory Group, at Canaccord Genuity Wealth Management, the three big questions advisors have been asking during the COVID-19 crisis
