Page 63 - Wealth Managers News Today

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IGM Financial Inc. (IGM) (TSX: IGM) today announced leadership changes at Investment Planning Counsel (IPC), one of Canada's leading independent wealth managers.

That which has differentiated you enough to become successful thus far in your career likely isn’t sufficient to set you apart and perpetuate your success going forward.

Reply Sustainable Investment Challenge 2021: the Competition Ends With Over 14,600 Participants From 91 Countries Worldwide Vittorio Ranieri (21 years old, Bocconi University) and Vincenzo DAmbrosio (24 years old, LUISS University). With the announcement of the winners, the Sustainable Investment Challenge, the online competition created by Banca Generali and Reply in collaboration with MIP Politecnico di Milano, MainStreet Partners and CFA Society Italy, has officially come to an end. The Cha...

NEWPORT BEACH, Calif., and SAN FRANCISCO, May 25, 2021 /PRNewswire/ -- Digital Asset Investment Management (DAiM), a Registered Investment Advisor focused on Bitcoin and Digital Assets, is partnering with fintech software platform Blockchange Inc. to expand its Separately Managed Account (SMA) solution for digital assets. The DAiM SMA dramatically simplifies the path for financial advisors to offer digital assets to clients, combining the simplicity of a trust or fund with the flexibility, ...

Explainer | Wealth Management Connect: here’s what you need to know about the scheme that excites your bankers The first cross border trading scheme to focus on the Greater Bay Area will facilitate total fund flow of 300 billion yuan (US$46.5 billion) Individual investors can only sign up with one bank and its partner across the border

5G and satellite phased array antenna designer Sofant Technologies raises £740k in oversubscribed funding round led by EMV Capital Share Article Sofant Technologies raises £740k in oversubscribed funding round led by EMV Capital “Since our initial investment, we have seen the Sofant team make rapid progress in this strategically vital technology for the UK’s telecoms sector.” LONDON. (PRWEB) April 28, 2021 Sofant Technolog...

Delaware Business Now Kanefsky named new CEO of Food Bank Cathy Kanefsky has been named the next President and CEO of the Food Bank of Delaware. Kanefsky brings to the role nearly 30 years of experience in the nonprofit space. She has served as the Chief Development Officer at Nemours/Alfred I. DuPont Hospital for Children; Vice President, Chapter Development at Autism Speaks, Inc.; National Director of Family Team Development for the March of Dimes Foundation; and Executive Director for the Ma...

Octopus Investments Handcock: Standing still is my biggest fear CEO on steering the firm through bumpy roads Octopus Investments CEO Ruth Handcock Octopus Investments CEO Ruth Handcock talks to Lauren Mason about her three years steering the company through markets that have not always been buoyant. "My biggest fear is standing still, because we know that everything around us is always moving and if we do not, we will get left behind. Whether your company is two years old or 20 years old, you h...