WINNIPEG, MB, April 14, 2025 /CNW/ - According to IG Wealth Management's (IG) annual tax season study, the majority of Canadians are not familiar with recent federal tax changes. These include ...

Women are a growing force within wealth management, and some have advanced to the most important roles in the industry, helming large banks or wealth management operations. For six years ...

Private equity-backed Modern Wealth Management, a registered investment advisory firm with more than $7.5 billion in assets under management, is moving into the Chicago market with the acquisition ...

A wealth management firm linked to a Tata Sons executive faces scrutiny over potential conflicts of interest. Divinion Advisory Services, connected to Suprakash Mukhopadhyay's family, was ...

The transaction marks Lunate’s entry into the wealth management space. Azura, which manages assets worth $5 billion, serves ultra-high-net-worth (UNHW) and high-net-worth (HNW) individuals, ...

With over two decades of experience in wireless and telecommunications, Mr. Sullivan brings a wealth ... industry,” said Ryan Sullivan, Inseego’s SVP of Carrier Product Management.

"As we approach our 10-year anniversary, we are excited to welcome Ryan to Lear," said Rick Lear, Managing Partner of Lear Investment Management. "His consultative mindset, deep advisor ...

Savant Wealth Management acquired registered investment advisor Corrigan Financial, based in Middletown, Rhode Island, on April 30. This deal expands Savant's geographic footprint to 44 offices in 19 ...

Raymond James Wealth Management and Charles Stanley have appointed Kim Jenson as interim CEO, subject to regulatory approval. This comes as Paul Abberley, who has been chief executive officer ...

PAG has engaged investment banks JP Morgan and Morgan Stanley as advisors as the Asia-Pacific focused alternative investment firm gears up to exit Nuvama Wealth Management (formerly called ...

Chicago’s banks are beefing up the investment services they offer their richest customers as they view the wealth management sector as a consistent source of long-term profit growth. A growing ...