M and A
September 2, 2022

Canada's Sun Life Buys US Firm, Eyes High Net Worth Channel

Sun Life isn't the only Canadian firm to have added to its US footprint, including in the wealth

People Moves
March 30, 2022

Who's Moving Where In Wealth Management? – Raymond James, Glenmede, BNY Mellon WM

The latest moves and appointments in the North America wealth management industry.

People Moves
February 15, 2021

Summary Of North America Moves In Wealth Management - December 2020

A round-up of senior moves in North American wealth management at the end of last year. Among

People Moves
December 2, 2020

Change At Top Of Sun Life Financial

The business, which is based in Canada, operates worldwide and provides services including wealth

M and A
January 4, 2018

Sun Life Completes Acquisition To Expand Wealth Management Operation

The financial terms of the deal were not disclosed.

Strategy
April 25, 2017

Financial Firms In Toronto Unite To Better Students' Career Prospects

The Toronto Financial Services Alliance, supported by 10 financial service companies, has launched

New Products
May 5, 2015

Sun Life Financial Expands Canadian Wealth Business

The new products provide opportunities for market gains while protecting investments with insurance

People Moves
January 6, 2014

Executive Moves In The Americas: December 2013

A summary of people moves in the Americas during December 2013.

People Moves
December 3, 2013

Former Merrill Lynch Managing Director Joins Sun Life Financial's Board

Marianne Harris - formerly managing director at the Bank of America Merrill Lynch and president of

M and A
November 16, 2011

MFS, McLean Budden Complete Launch Of Rebranded Subsidiary