Edward Jones Wants More Than Advisors In Canada. It Wants Trust Capabilities
Edward Jones Canada plans to acquire Fiduciary Trust Company of Canada from Franklin Templeton, adding trust, estate and discretionary wealth capabilities.
A $1.8B Goldman Team Joined Cresset. The Real Story Is Family Office Advice
Cresset added a $1.8B Goldman Sachs UHNW team, showing how family office platforms are competing for entrepreneurs and legacy-focused clients.