Canada's Canaccord Genuity is working with bankers to review its British wealth management business, with potential outcomes ...
Internal company documents describe the bank’s weak anti-money-laundering controls and failure to complete due-diligence ...
Fera Jeraj, Chief Technology Officer at Canaccord Genuity Wealth Management, on how AI is reshaping sector priorities ...
And it’s something NBFWM understood early on. They’ve been a committed leader in the space for women investors. They’re ...
Canada's Canaccord Genuity is working with bankers to review its British wealth management business, with potential outcomes ranging from a sale to bringing in another investor, the Financial Times ...
Canaccord Genuity Group said it has no plans to sell its wealth management business after a report suggested that it was in talks to run a strategic review which could include a sale of the unit.
The brokerage firm will buy TradePMR, which custodies assets on behalf of financial advisors and has more than $40 billion in ...
FINANCIAL advisory (FA) firms – long regarded as a marginal segment in the distribution of funds and insurance products – are ...
Wealth and asset management company CI Financial has agreed to sell itself to Mubadala Capital, a unit of an Abu Dhabi ...
Toronto-based Halal-certified FinTech startup Manzil has launched its first wealth management solution through subsidiary ...
The financial industry has experienced significant technological advancements, leading to the emergence of WealthTech. Short ...
The integration of OneVest's technology will empower Westwood's private wealth advisors with a streamlined digital experience ...