In the second of two parts, Pangea Private Family Offices CEO Declan Ramsaran follows Northland Wealth Management CEO Arthur Salzer’s comments from yesterday on CRM2. Advisors might want to pay attention.
Northland Wealth Management CEO Arthur Salzer and Pangea Private Family Offices CEO Declan Ramsaran talk turkey when it comes to CRM2. With our CRM2 issue out shortly, their remarks are timely and welcome.
WP's Top 50 advisors list is highlighting a regional divide among industry professionals, where the wealth of clients in one province is quickly eclipsing that of others. Are you in the right spot?
One of the world’s largest investment managers is pushing farther into socially responsible investing. Are advisors aware of their clients’ big-picture wishes?
One of Canada’s largest banks is spending $5.4 billion on a Los Angeles-based bank. The move suggests the banks have few growth opportunities left in Canada.
A Toronto-based multi-family office garners additional interest south of the border. There appears no end to the good news in this niche segment.
Hedge fund founder pays the ultimate price in shakedown by son. There’s a lesson to be learned in this tragic event.
The nominations for the PAM Awards – Private Asset Management magazine’s annual recognition of those doing good work within the private asset management industry – have just been released. A Canadian firm notched three nominations, the first ever north of the border.
Financial Advisors looking to gain an advantage on the competition might want to become familiar with the family office.
An unknown commodity in Canada, family offices by some estimates are a decade behind the U.S. in both prevalence and sophistication. Advisors can learn a thing or two from this niche segment of the financial services business.