National Bank of Canada Wealth Management Quarterly earnings rose 28% to $37-million, helped by higher asset levels and a rise in fee-based and transaction revenues. National closed a deal during the ...

When asked about the issue of banks selling their own proprietary funds in 2013, Dave Agnew, head of Canadian wealth management at RBC, told The Globe: “We do not force any product, whether it ...

The third-quarter results from banks bears out the sector's affinity for wealth management. To cite two banks in particular, Bank of America(NYSE: BAC)crossed $1 trillion in assets under ...

Alta Vera caters to a client base comprising affluent individuals, business founders, and institutional entities.

Among banks, there are 29 bank holding companies that report net income from wealth management business lines, Singer says. “Wall Street analysts want to see these numbers,” Singer says.

To scale their wealth management offerings, banks must invest in data capabilities that move clients into the advisory funnel, with differentiated strategies for each major wealth client segment ...

As Canada’s biggest banks prepare to report their second-quarter results, analysts say those that rely more heavily on wealth management and global markets will fare better amid slowing growth in ...