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Edward Jones Expands Canadian Wealth Management with Fiduciary Trust Acquisition | Bank of America Focuses on Wealth Management and Ultra-High Net Worth Growth | Balfour Capital Strengthens Team with New Investment Advisor Joni Naik | Edward Jones Expands Canadian Wealth Management with Fiduciary Trust Acquisition | Bank of America Focuses on Wealth Management and Ultra-High Net Worth Growth | Balfour Capital Strengthens Team with New Investment Advisor Joni Naik

News / Wealth Management

Edward Jones Expands Canadian Wealth Management with Fiduciary Trust Acquisition

Edward Jones Canada is set to acquire Fiduciary Trust Company of Canada (FTCC) from Franklin Templeton, marking a strategic move to bolster its wealth management services in Canada. This acquisition will deepen Edward Jones' trust and estat...

Edward Jones Announces Intent to Acquire Fiduciary Trust Company of Canada
Edward Jones Expands Canadian Wealth Management with Fiduciary Trust Acquisition Image via Edward Jones
TOPIC wealth management

Finance / Wealth Management

Bank of America Focuses on Wealth Management and Ultra-High Net Worth Growth

Bank of America is increasing its focus on the wealth management sector, particularly targeting ultra-high-net-worth individuals. The bank aims to capitalize on the "Great Wealth Transfer" and is investing in technology and advisor recruitm...

Bank of America CEO sees a ‘huge opportunity’ in the U.S. wealth business and ultra-high net worth

Finance / Appointments

Balfour Capital Strengthens Team with New Investment Advisor Joni Naik

Balfour Capital, a prominent financial advisory firm, has announced the appointment of Joni Naik as its newest Investment Advisor. This move signifies the firm's continued commitment to strengthening its team and enhancing client relationsh...