“We do have tax policy looking like it’s getting better regardless of who wins,” said David Picton, president and chief executive officer of Toronto ... chief investment strategist at IG Wealth ...

That’s all the reason you need to sign up for the IG Wealth Management Walk for ... their care partners,” commented Shannon Ketchabaw, Executive Director at the Société Alzheimer Society ...

A Fort Lauderdale-based wealth management firm has launched its first Palm Beach County location. Global Wealth Management Investment Advisory opened an office in Boynton Beach at 3695 Boynton ...

Latest hires reunite former Morgan Stanley and Edge Capital colleagues as part of NewEdge Wealth’s Southeastern expansion ...

The principles of sovereign wealth management must be applied systematically to be effective. This begins with a jurisdiction-by-jurisdiction vulnerability assessment of your current wealth ...

Wealthspire President Eric Sontag says generative AI is weaving its way into his firm and improving advisor productivity.

He became Co-Head of Global Equity Markets and a member of the Executive Management Committee for Global Markets & Investment Banking in 2001.

For many decision-makers, a poorly structured summary can be enough reason to dismiss an otherwise valuable proposal. “An executive summary isn’t just a formality—it’s often the only piece ...