Industry News

Echelon Wealth Partners announces partnership

Echelon Wealth Partners (EWP) has teamed up with Calgary-based portfolio manager Shaunessy Investment Counsel. The partnership will provide EWP clients access to the firm’s ETF portfolio platform. Read: Echelon loses advisors after acquisition, but made profit EWP will initially offer its clients Shaunessy’s proprietary Institutional Global Balanced Composite for investment accounts of at least $50,000. […]

By Staff |October 17, 2016

1 min read

HSBC snags CIBC exec to head wealth management

Larry Tomei succeeds Betty Miao, who is taking a new role with HSBC in Asia.

By Staff |October 17, 2016

1 min read

Are client portfolios ready for P2P lending?

A new online provider thinks it has something to offer advisors.

By Simon Doyle |October 17, 2016

3 min read

Impact investing makes gains with clients

Do your clients want to make a social impact when they invest? Knowing the answer to that question may be part of your KYC obligations if CSA’s proposed targeted reforms are approved. Regardless, clients who care about responsible investing may be interested in impact investing. In addition to a financial return, impact investing is meant […]

By Staff |October 17, 2016

2 min read