Articles Related to wealth management

After a career spanning more than two decades in almost every area of the business, an insider rises to the top CIO position of Canada's largest financial institution. Find out how he's already saved a projected $15 million over the next five years

To keep danger at bay and prevent the daily nightmarish stories, threats and viruses from materializing, companies don't have any choice but to tighten up their security, says Gord Bradshaw, manager of Technical Services for Dynamic Mutual Funds Ltd. And in the financial services sector, customers expect no less.

With an eye on the rapidly growing population of well-heeled Canadians, IBM Canada Ltd. and Toronto-based RPM Technologies Corp. have teamed up to launch a Web-based wealth management and customer relationship management (CRM) solution for mid- to large-size financial institutions.