Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Many items on the commission’s examination agenda for 2026, such as advisors’ fiduciary duty and AI, are familiar, but ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Private-equity company GTCR continued its expansion into the advisor ecosystem with the announcement today that it has acquired Boston-based Fiduciary Company Incorporated and its operating ...

Edward Jones Canada has announced plans to buy Fiduciary Trust Company of Canada from Franklin Templeton. No deal terms were ...

GTCR continues to place bets on the wealth management space by taking control of the Boston-based Fiduciary Trust Company.

GTCR has agreed to acquire Fiduciary Trust Company, a Boston-based private wealth manager and trust company. No financial ...

For decades, we've operated with one core principle: put clients first, always. But five years ago, we took it further. We ...

In 2015, NAPFA began offering discounted membership to professionals in the XY Planning Network. That move helped double the association's membership 4,600 over the last decade. Co-founder Michael ...

CNW/ - Edward Jones Canada, a subsidiary of one of North America's leading wealth management firms, has entered into an agreement to acquire Fiduciary Trust Company of Canada (FTCC), including its ...