Andrew Marsh appointed to Wellington-Altus board
In other news, two advisor teams joined Richardson Wealth's new Victoria-based office
- By: Katie Keir
- November 30, 2023 November 30, 2023
- 06:01
In other news, two advisor teams joined Richardson Wealth's new Victoria-based office
Other developments this week include cuts at Manulife and several advisor team moves
Two wealth groups left Richardson Wealth, plus other notable moves across financial services
Andrew Ashton takes over as chairman
Multiple industry veterans made changes, plus Richardson Wealth's John Horwood retired
Women in banking and insurance received recognition
Geoff Newton, who had been co-head of BMO Private Wealth Canada since June 2022, has departed
Laurentian Bank has announced further executive shifts following its leadership change earlier this month
Abraham Tachjian stays on as Canada's open banking lead, plus Laurentian Bank changes leadership
The computer issue comes only weeks after Laurentian completed a strategic review without a deal to sell the bank
RBC Investor Services has a new CEO, and changes arise from iA Financial Group's capital markets restructuring
Two portfolio managers explain why their podcast has run successfully for more than five years
IFIC elected board members and some well-known names received promotions
Head of Advocis resigns, and other industry moves
Plus, new leadership at Women in Capital Markets and a new executive at Horizons
Alongside Kevin Gopaul's recent exit from BMO GAM are advisor and senior-level moves
Sara Petrcich is now head of the ETF and structured solutions team
A total of 406 people wrote the exam
Plus, other people moves across the financial industry
The point of a vacation auto-reply is to let the receiver know exactly how to proceed in your absence
Leaders need to build a sense of community on their teams and ensure members feel valued
Wellington-Altus changes take shape, plus other industry announcements
Associations, hedge funds and wealth management firms all made new appointments
His departure, effective July 31, has kickstarted other executive shifts
The transition for Scotiabank will be finalized as of Jan. 1, 2024