Duncan & Toplis has appointed Peter Wilson as the new managing director of Castlegate Financial Management, the group’s financial advice and wealth management division. He succeeds Andy Severn, who ...

Q4 2024 Management View CEO Bill Stone reported record financial results for Q4 2024, including adjusted revenue of $1.531 billion, up 8.4%, and adjusted diluted EPS of $1.58, marking a 25.4% increase ...

Detailed price information for Igm Financial Inc (IGM-T) from The Globe and Mail including charting and trades.

Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he sees as archaic ...

Munish Randev, Founder and CEO of Mumbai-based Cervin Family Office, embodies the evolution of wealth management in India, ...

The use of AI in wealth management can be valuable, but it can yield even greater results when used alongside human expertise ...

SEI® (NASDAQ:SEIC) today announced the expansion of its strategic partnerships with the additions of Nifty, Jump, and TIFIN Wealth. Designed to help advisors solve common business challenges while ...

If you don’t qualify for the best cash offers this month — and most will not — we’ve included the 5 most accessible sign-up ...