The 5-Star Advisory Teams list, published annually, recognises firms that exceed basic portfolio management by offering ...

iA Financial Corporation announced this morning the acquisition of RF Capital Group Inc., more commonly known as Richardson ...

Wealth Management Platform Market Wealth Management Platform Market Dublin, Sept. 03, 2024 (GLOBE NEWSWIRE) -- The "Wealth Management Platform Market Report by Advisory Model, Deployment Mode ...

Adding RF Capital’s Richardson Wealth to iA will complement its two existing brands, Investia and iA Wealth, Stephan ...

AI in financial decision making is emerging as the path forward. But the real opportunity lies in knowing how and where to ...

Canadian company iA Financial has agreed to acquire RF Capital Group, a wealth management-focused company, in a deal valued ...

About Aretec Wealth Inc.: Realize Your Wealth™ Aretec Wealth Inc. is an independent wealth management firm founded in 2024 by Keeley Simpson, an accomplished leader in the financial services industry.

Paulus flipped the traditional family office model, turning it into a client-driven advisory firm. Unlike legacy institutions bogged down by proprietary products or commission structures, PCM ...

The startup says its tech-focused model has resulted in 54% annualised returns over five years, attracting over 25,000 lifetime customers, and a 200X increase in assets under management in three ...

Echelon Wealth Partners Inc. is a leading independent Wealth Management and Capital Markets firm based in Toronto, Ontario, with over 60 advisor teams, and over $20 Billion in capital raised in ...

Brent Myers is the new head of advisory operations and has more than 20 years in the industry including leadership roles at JP Morgan Asset Management and Goldman Sachs.