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....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 month 3 weeks ago

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

2 months 2 weeks ago

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

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
moneymanagement logo