Three steps to reduce the risk and pain of advisor partnership breakups
Claude Sirois will be responsible for iA's real estate holdings
The partnership allows the fintech to add ESG scores to its portfolio analytics
The platform will provide custody, clearing and trade settlement services
Craig Basinger's team will join Purpose Investments next month
By combining their services, the firms aim to better support investment clients in the space
FMWC promotes the professional, social and personal development of female physicians in Canada
The relationship will boost the firms' private market offerings
Firm is the latest to sign on with the digital operations platform
The deal also has provisions for Sun Life to acquire the remaining equity of InfraRed within five years