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  1. Beatrice Paez
    New branch led by Greg Moore aims to better serve ultra-high net-worth families
  2. Beatrice Paez
    Kevin Strain, Claude Accum and Colm Freyne shifting to new roles
  3. Canadian Press
    The announcement comes as the mortgage lending firm finds itself confronting declining stock value and earnings as well as scrutiny from Ontario’s securities regulator
  4. IE Staff
    Mike Cunneen, Dave Kent have new positions within GWL’s, Canada Life’s and London Life’s new Advisory Network
  5. James Langton
    The firm as entered into an agreement with C. Hoare & Co. to acquire its investment dealing and custody business
  6. 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
  7. 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
  8. 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
  9. Beatrice Paez
    The Scotiabank Cybersecurity and Risk Analytics Initiative will finance a series of programs, from internships and speaker events to hackathons
  10. Canadian Press
    The bank’s shares dropped more than 5% on Friday after allegations that employees broke the law to meet sales targets