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Royal Bank of Canada's planned acquisition of HSBC Holdings' Canadian unit would expand its lead in the country's heavily concentrated financial market, strengthening its dealings with companies and wealthy individuals, while potentially drawing scrutiny from regulators.
November 29 -
The bank hired a nonprofit exec with a background in impact investing and expanded the roles of two other executives as part of its ESG wealth push.
November 24 -
Choreo's agreement to buy the wealth management arm of a major accounting firm reflects how CPAs and other tax pros have emerged as a key focus area.
November 22 -
For several years after the breakdown of a deal to sell a practice for $3.6 million, the parties have been accusing each other of violating the terms.
November 21 -
Moves by cryptocurrency exchanges to reassure markets about their stability are having little effect on jittery users, who keep pulling funds from the venues.
November 21 -
Will Wilson brings significant experience to Galway Holdings, including being a former NFL agent and executive familiar with the financial side of sports.
November 18 -
The loss is one of many for Citi to Merrill in recent months, and reflects the wirehouse's recruiting advantages despite its own talent outflows to rivals.
November 17 -
Reports and recruiters say that smaller firms, more flexibility and greater diversity are increasingly popular with industry job seekers
November 17 -
Leave the pitch deck at the office and treat the prospect like they're already a client, counsels the director of a global sales training company.
November 16 -
Jim Martin launched Nordwand Capital with the help of Dynasty as part of a plan to offer new private venture funds to the firm's ultra-wealthy clients.
November 16