CANADA

Funds management

Pinnacle Investment Management has continued its focus on international expansion with the appointment of a managing director from T. Rowe Price....

Financial planning

Global wealth manager Canaccord Genuity has unveiled five strategic priorities for its wealth management business in Australia as it announces its quarterly results....

Funds management

Grant Samuel Funds Management has announced it will start distributing Munro Partners’ products in Canada this year....

Funds management

One of Canada’s largest fund managers has inked a deal to buy 80 per cent of Grant Samuel Funds Management. ...

People & Products

NAB Asset Servicing has recruited a senior Canada-based RBC executive to the newly-created role of General Manager, Product....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 12 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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