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  1. Megan Harman
    John Hamilton will continue to lead Financial Horizons and the existing management team will remain in place
  2. Beatrice Paez
    Monarch’s mutual fund advisors will now have access to Morningstar’s latest market research, model portfolio offerings and portfolio analysis
  3. James Langton
    The bank has entered a strategic partnership with Automat Technologies Inc. to introduce a chatbot to engage with clients
  4. Fiona Collie
    The robo-advisor firm’s new offering allows advisors to refer clients to the digital wealth-management service or use the product on a white-label basis
  5. Beatrice Paez
    Kevin Webber and Daniel Brodlieb were drawn to Raymond James for its “unique culture that celebrates and nurtures independent advice”
  6. Megan Harman
    Demand for iPipeline’s electronic policy delivery tool for insurers, MGAs and insurance advisors is expected to be strong in Canada
  7. Alexandra Posadzki
    Available funds are sufficient, mortgage lender says
  8. Associated Press
    The Amsterdam-based firm will be folded into Moody’s Analytics’ research, data and analytics division
  9. Alexandra Posadzki
    Quarterly dividend to rise 7%
  10. James Langton
    But both banks say they are confident that the deal will close in June