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Page 5 - Shaun Hauser News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Executive moves this week | Investment Executive

There were multiple moves in the wealth management space, including top-tier promotions at Wellington-Altus

New zealand generalNew zealandDavid taskerShaun hauserJames garcelonSuzanne akersTerry shaunessyJordy chilcottHarvey sliwowiczShoppers drug martAlberta investment management corpFranklin templetonAltus financial incShaunessy investment counsel incForstrong global asset management incRaymond james investment counsel ltd

Pandemic accelerates wealth management industry s war for talent

Employees everywhere are rethinking work. Advisors are no exception.

New zealand generalNew zealandUnited statesBritish columbiaKendra thompsonRaymond jamesShaun hauserDeloitte thompsonMichael greerJohn novachisThomas raidlNational bankCapital partners incAltus financial incInvestment planning counsel pinnacle advisor programUs bureau of labor statistics

Wellington-Altus receives $85 million investment from minority partners

Firm says investments from Jessiman Family Investments and the Cynosure Group will go toward advisor incentive offers and acquisitions

New zealand generalNew zealandKeith taylorShaun hauserInvestment industry regulatory organization of canadaTrivest wealth counsel ltdAltus private counsel incCalgary based trivest wealth counselWellington altus private counsel incInvestment industry regulatory organization

Wellington-Altus receives $85 million investment from minority partners

Investment from Jessiman Family Investments and the Cynosure Group will go toward advisor incentive offers and acquisitions

New zealand generalNew zealandKeith taylorShaun hauserInvestment industry regulatory organization of canadaTrivest wealth counsel ltdAltus private counsel incCalgary based trivest wealth counselWellington altus private counsel incInvestment industry regulatory organization

Cross-sell banking products or go independent? | Investment Executive

An innovative, tech-savvy mindset enables advisor success at Wellington-Altus

New zealand generalNew zealandAndrew mcquistonShaun hauserCorporate developmentExecutive vice presidentSenior portfolio managerWellington altus labsKelly demoSenior wealth advisorPortfolio managerFamily officesInvestment advisorsPortfolio managers

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