Maria Jose Flores was named the firm's president on May 3, and she plans to take the dealer to $50B in AUA
The cautious approach will exasperate a global energy crunch
More rate increases could be in the pipeline based on the latest economic outlook
High-profile hires have helped to erode some of the stigma around the space
Meghan Meger and Geoff Newton will take over as co-heads of BMO Private Wealth in Canada next month
Several countries see double digit inflation as energy prices spike
Front running unreleased stock picks netted US$12 million in illicit profits, U.S. authorities say
The Federal Reserve raised the benchmark short-term interest rate to a range of 0.75% to 1%
Annual pace of home price growth ‘will moderate in the coming months’
The Canadian Securities Institute is the latest approved credentialing body for Ontario financial planners
A global study found 40% of millennials are turning to advisors while only 7% use automated advice
Cryptoasset ETFs saw the largest outflows since the funds were created
It was also another big quarter for product launches, a Morningstar report said
Precious metals action calms, while Dow Jones tops 50K
Report calls for action on data gaps, surveillance, leverage
Trade deficit remains unchanged amid shifting tariff policy, Fitch reports
Trust account used in fraud, misappropriation, Law Society finds
Policy failed to cover hedge fund investment that turned out to be a fraud
Firm allegedly touted stocks on social media, while selling its holdings
The honours will be presented Feb. 12, at the association's Embrace the Challenge event
Start with flexibility, tax efficiency, simplicity
Brokers, MGAs, software providers and TPAs set to evolve
Plus, moves at Our Family Office, Harvest ETFs, Manulife Wealth, Canada Life and more
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Plus, National Bank changes diversified equity fund
Net monthly ETF inflows reach $22B in January: report
Plus, other firms launch new products, tweak their fund lineups