With potentially billions of dollars in client assets at stake, financial advisors are a hot commodity that growing wealth management firms hope to attract. Herp Lamba, senior vice-president and head ...

Philip Petursson, chief investment strategist at IG Wealth Management, talks with Financial Post’s Larysa Harapyn about how to position your portfolio given the Bank of Canada is expected to continue ...

Most wealth managers pride themselves on deep personal relationships with clients and their family’s. As the stock market climbs a proverbial “Wall of Worry,” Election 2024 is putting their ...

Winnipeg-headquartered IG Wealth Management has partnered with Montreal-based fintech estate services provider ClearEstate to offer online estate planning and settlement services to Canadians. “Every ...

Wealth Management EDGE brings together Inside ETFs+, WealthStack & RIA Edge to power your investments, productivity and growth strategy. 2,000+ wealth management leaders. 70% of advisors manage ...

Generative AI is revolutionizing wealth management by automating tasks, personalizing client service, and providing valuable insights. While offering immense potential, it also presents challenges ...

Learn more about it. Wealth management is a branch of financial advising focused on protecting and growing the wealth of high- and ultra-high-net-worth clients. A wealth manager usually assesses a ...

The RIA aggregator's latest deal gives it a sixth New Jersey location while pushing its assets managed to $96.6 billion.

This view of wealth invites a comprehensive approach to wealth management beyond your finances. Making money is important, but so, too, is thoughtfully investing the excess as soon as practical ...