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1. www.thewealthadvisor.com › article › assetmarkASSETMARK ASCENDING: Michael Kim Unleashed And Uncensored

   www.thewealthadvisor.com › article › assetmark

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   Jun 14, 2024 · Yes, AssetMark has agreed to a $2.7 billion takeout offer and will be reverting to the cool shadows of private equity ownership as soon as the deal closes and the public shares are retired. But no, getting taken private is not an admission of failure.

2. www.thewealthadvisor.com › article › morgan-stanleyMorgan Stanley Faces Lawsuit From Estate of Deceased Client

   www.thewealthadvisor.com › article › morgan-stanley

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   5 days ago · Morgan Stanley faces a lawsuit from the estate of a deceased client, alleging the firm breached its fiduciary duty by offering an interest rate as low as 0.01% on customers' uninvested cash within its default bank sweep program.

3. www.advisor.ca › fidelity-launches-wealth-managerFidelity launches wealth manager | Advisor.ca

   www.advisor.ca › fidelity-launches-wealth-manager

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   Jun 20, 2024 · Fidelity Wealth received approval from the Canadian Investment Regulatory Organization to operate as a mutual fund dealer and investment dealer on Wednesday. The firm is hoping to attract advisors who are looking to retire in the near term, and isn’t focused on advisors from any particular channel.

4. www.jobs.ca › offer › scotiamcleod-businessScotiamcleod Business Development Associate - North Toronto

   www.jobs.ca › offer › scotiamcleod-business

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   Jun 10, 2024 · Toronto, ON • Full time. Requisition ID: 201041. As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

   • Employment Type: FULL_TIME
   • Posted on: June 10, 2024

   • Work Location: Ontario

5. www.thewealthadvisor.com › contributor › wealth-advisorThe Wealth Advisor | The WealthAdvisor

   www.thewealthadvisor.com › contributor › wealth-advisor

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   Jun 20, 2024 · The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices. Apple’s AI Rally Puts Valuation at Risk of Outpacing Reality

6. www.advisor.ca › tax › tax-newsFeds offer few carveouts to capital gains inclusion rate hike

   www.advisor.ca › tax › tax-news

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   Jun 10, 2024 · The government’s notice of ways and means, tabled Monday, does not defer the effective date of June 25 for the proposed hike to the capital gains inclusion rate (CGIR). Nor can taxpayers elect to realize a gain at the current 50% rate without selling or gifting the asset.

7. People also ask

   Does ScotiaMcLeod offer a share the wealth advisor-led program?

   • Every two years, ScotiaMcLeod Advisors host an Advisor-to-Advisor conference known as MAC (McLeod Advisor Conference) – an experience designed, run and paid for by Advisors. Our Share the Wealth Advisor-led program. This formal Advisor-led program encourages and celebrates employee involvement and community engagement.

   ScotiaMcLeod® - Scotia Wealth Management

   www.scotiawealthmanagement.com/ca/en/services/investment-management/scotiamcleod.html

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   Who are ScotiaMcLeod advisors?

   • When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

   Roy Group Portfolio Management - Scotia Wealth Management Edmon…

   roygroup.ca/

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   Why ScotiaMcLeod wealth management?

   • From our roots in 1921 as a trusted source of investment advice, ScotiaMcLeod has grown into a full-service wealth management firm with a team of experienced investment management professionals and a bold, distinctive culture of professionalism and integrity.

   About ScotiaMcLeod · The McLaughlin Team · Scotia Wealth

   mclaughlinteam.ca/about-scotiamcleod/

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   What is the ScotiaMcLeod investment portfolios®?

   • An innovative, exclusive, holistic investment program. The ScotiaMcLeod Investment Portfolios® are a suite of exclusive investment solutions, rich in choice and flexibility, and grounded in rigorous risk management and governance. At the heart of the program is a partnership between Scotia Wealth Management and its asset management affiliates.

   ScotiaMcLeod Investment Portfolios - The Moosa Bailey Group

   themoosabaileygroup.com/scotiamcleod-investment-portfolios/

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8. finance.yahoo.com › news › savvy-advisors-continuesSavvy Advisors Continues Recruiting Push with Addition of ...

   finance.yahoo.com › news › savvy-advisors-continues

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   2 days ago · 847-208-8289. william@streetcredpr.com. Meaghan McNichol. 412-720-3777. meaghan@streetcredpr.com. View comments. Advertisement. NEW YORK, June 27, 2024--Savvy Advisors announced that four new ...