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INFOR Financial and Wellington-Altus Announce Strategic Arrangement

TORONTO and WINNIPEG, January 31, 2020 /CNW/ – INFOR Financial Inc. (“INFOR Financial”), Canada’s leading independent investment banking advisory firm, and Wellington-Altus Private Wealth Inc. ...
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Infor strikes cost-saving partnership with Wellington-Altus

A rapidly expanding wealth manager and a boutique investment bank plan to announce a partnership on Friday that gives both firms room to grow without ...
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Top 50 Advisors 2020

Wealth Professional is proud to present the seventh annual Top 50 Advisors list. In total, this year’s Top 50 Advisors are managing more than $16 ...
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Wellington-Altus attracts $2 billion more in advisor assets

Independent has deals lined up for first half of 2020 as it takes advantage of frustrations with big banks Wellington-Altus Private Wealth already has more ...
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Recent Developments May Usher New Era of Advisor Independence

Financial advisors in Canada could soon find it much easier to work independently of large brokerage firms – a rapidly growing trend in the United ...
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