03/05/2021
Mutual fund sales results information is based on preliminary data from the Investment Funds Institute of Canada (IFIC) and only include Canadian prospectus qualified mutual funds.
03/04/2021
This transaction supports Scotiabank’s strategic decision to focus on operations across its footprint
03/04/2021
Significant opportunities ahead for wealth advisers and their clients
A pre-existing trend greatly accelerated by the pandemic is sustainability.
03/04/2021
Underlying profit before tax increased by 4.3% to £92.5 million, delivering an underlying operating margin of 25.3% that was consistent with the prior year despite lower investment markets.
03/04/2021
The winds of change: Strengthening our commitment to ESG
03/04/2021
Announced at a virtual gala ceremony on 23rd February
03/04/2021
The market has boomed. It’s grown exponentially, more than any other fixed income market, because it was underutilised.
03/04/2021
Assets under management as at Dec. 31 increased to GBP574.4 billion, a new high, and up from GBP500.2 billion a year earlier.
03/04/2021
Swiss Financial Services in 2030
03/04/2021
Wealthy individuals are increasingly feeling unease in Mexico, with AMLO launching a crackdown on tax evaders.
03/03/2021
As 79% say Brexit did not influence their decision to look at alternative residency
03/03/2021
The hindrances that women face in matching their male colleagues’ progress and rewards go deeper than outdated assumptions suggest, new research by The Female Lead has found.
03/03/2021
Schroders and SBT will work together to embed a skills-based volunteering programme that will be available to Schroders’ UK employees.
03/03/2021
With solid growth in customer business, the bank increased its total assets
03/03/2021
Large reductions in GDP relative to pre-crisis trends also occurred in other big developed nations
03/03/2021
Adviser launches with £850m acquisitions
Both businesses are well established with a real focus on client outcomes.
03/03/2021
Upon closing of the transaction, Wealth Enhancement Group's total client assets are expected to approach $30 billion.
03/03/2021
Wealth management group expands UK presence with acquisition
HFS Milbourne is a well-established financial advisory business, created in 2005 from the merger of Milbourne Financial Services and Hayden Financial Services
03/03/2021
Irish bank buys wealth manager for €138m
It will ‘continue to explore further opportunities’ in the life and pensions markets
03/03/2021
The requirements have now become more closely integrated and will be delivered to the customer step by step.