A discretionary account allows a financial advisor or portfolio manager to make investment decisions for the account holder. This type of account suits investors who prefer not to manage their ...

In building your budget, you’ll often hear financial advisers suggest cutting back on discretionary expenses. In theory, that sounds good. But what exactly are discretionary expenses? The most common ...

The new TD Wealth offering brings together the Bank's two discretionary management businesses to create a modern, scalable platform built for long-term client and business growth. TORONTO, Feb. 19, ...

Wavertown, a discretionary fund management firm in the UK, is currently pulling in net inflows of £100mn per month from financial advisors, with 85% going into model portfolios. Waverton attributes ...