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 ...

Penn Wealth Planning, a financial advisory practice with Ameriprise Financial in New Hope, was named to the list of ...

CEO Ryan Parker says the firm’s aggressive acquisition strategy is driven by the desire to “win the war for talent” and set ...

This is where the Wealth Management industry lags behind. What do peers do? How relevant is the content on my mobile banking ...

The can-do work ethic of the firm's northeast divisional president took him across the country multiple times — and to the ...

Commonwealth is dually headquartered in Waltham, Mass., and San Diego, and also has an operations hub in Blue Ash, Ohio. The ...