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  1. IE Staff
    Mike Cunneen, Dave Kent have new positions within GWL’s, Canada Life’s and London Life’s new Advisory Network
  2. James Langton
    The firm as entered into an agreement with C. Hoare & Co. to acquire its investment dealing and custody business
  3. Beatrice Paez
    The social media monitoring tool now uses machine learning to sift through advisor communications with clients to flag — and potentially delete — activities that breach compliance policies
  4. IE Staff
    The new tools enable investors to have a closer look at companies’ corporate practices and identify ESG leaders and laggards in an industry
  5. Fiona Collie
    Credential’s partner firms and their advisors will gain access to Nest Wealth Pro’s white label robo-advisor platform as a result of the agreement
  6. Beatrice Paez
    The Scotiabank Cybersecurity and Risk Analytics Initiative will finance a series of programs, from internships and speaker events to hackathons
  7. Canadian Press
    The bank’s shares dropped more than 5% on Friday after allegations that employees broke the law to meet sales targets
  8. Alexandra Posadzki
    The bank’s shares tumbled on Friday, as investors are concerned the fallout could be similar to what happened at Wells Fargo last year
  9. Associated Press
    Peter Hancock, who was hired to fix AIG following the global financial crisis, is stepping down after three years on the job
  10. Beatrice Paez
    The firm, which has 200 credit union and 1,500 advisor partners, has seen its AUA grow by 246% since 2009 to $30.2 billion from $8.75 billion