Thane Stenner defines the increasingly popular term in wealth management, explains what the work entails, and offers insight ...

Sun Life Financial Investment Services (Canada) Inc. is a competitor for both types of advisors, offering several ways to ...

In a transaction designed to retain continuity for clients and advisors, Investment Planning Counsel Inc. (IPC) has reached ...

The traditional model caters to one specific type of individual: men. It’s time for that to change, Accenture’s head of wealth management says. Kendra Thompson, head of Wealth Management ...

Individual investors increasingly are looking for alternatives to the wealth management model that relies heavily on engaging clients in person. Many people want a more flexible way to manage ...

There will always be a balancing act for wealth management between the importance of 24-7 access to information digitally, along with the role of human interaction which reinforces trust ...

Through our SC Mobile App, we saw a 250% increase in wealth management transactions booked between March and April, when COVID-19 hit the African markets.

Over the past five years or so, investment dealers have implemented, at an accelerating pace, an integrated wealth-management model to meet the evolving needs of investors in the digital era. Existing ...