$32 trillion wealth is forecasted to transfer from baby boomers to Millennials, over the next few decades, meaning that by 2030 Generation Y and Millennials [...]…
The coming decade will witness an unprecedented shift of trillions of assets to the generations that follow the baby boomers. Ian Woodhouse, head of strategy [...]…
Ortec Finance, a market-leading provider of quantitative modeling software for the global wealth management sector, has launched its goal-based financial planning software – OPAL — [...]…
By Theodore N. Krintas, PhD, Executive Vice President, Profile Software. Regulatory changes and the emergence of digital entrants into the wealth management space have indeed [...]…
Clients in wealth management – independent of the wealth segment – do have a preference for bespoke service, individually tailored to their needs. However, the [...]…
Mackenzie and Great-West Lifeco to pick stake in Northleaf Capital September 18, 2020 Verdict Staff 
CIBC lays off several employees in downsizing plan September 18, 2020 Verdict Staff 
Adviser Michael Leverty’s firm goes independent with Dynasty September 18, 2020 Verdict Staff 
