Industry moves this week
A variety of moves occurred across the industry, including advisor team transitions
- By: Katie Keir
- July 22, 2024 July 26, 2024
- 15:21
Latest news in People
RBC unveils executive leadership shuffle
The bank's decision to split its personal and commercial banking divisions was one driver, as was simplifying work flows
- By: Katie Keir
- July 11, 2024 April 10, 2025
- 13:40
FSRA names interim CEO
Stephen Power will take over after Mark White steps down later this month
- By: IE Staff
- July 5, 2024 July 5, 2024
- 12:45
Industry moves this week
Appointments ranged from board changes to a promotion within the Order of Canada
- By: Jonathan Got
- July 4, 2024 July 5, 2024
- 12:08
Industry moves this week
Many leading women in the industry have taken on new roles
- By: Katie Keir
- June 26, 2024 June 26, 2024
- 14:07
Industry moves this week
A mix of executives and advisors have landed at new firms
- By: Katie Keir
- June 13, 2024 June 13, 2024
- 14:55
Industry moves this week
Several industry veterans take on new roles, across a mix of firms
- By: Katie Keir
- June 3, 2024 June 3, 2024
- 15:29
iA Private Wealth secures most former Laurentian advisors, assets
The new iAPW advisors will continue their training and systems conversion this summer
- By: Katie Keir
- May 23, 2024 July 10, 2024
- 16:24
Julie Martini moves to Ontario Chamber of Commerce
And Richardson Wealth snags a $500M team from TD
- By: Katie Keir
- May 10, 2024 May 10, 2024
- 14:16
Industry moves this week
A mix of retirements and board appointments
- By: Katie Keir
- April 26, 2024 April 26, 2024
- 14:41
Industry moves this week
Notable news comes from banking, and a new leader joins Sterling Mutuals
- By: Katie Keir
- April 15, 2024 May 3, 2024
- 13:17
Sam Albanese, industry pioneer, dies at 76
Friends, colleagues remember him as an innovator who was dedicated to his field
- By: Noushin Ziafati
- April 11, 2024 April 11, 2024
- 15:47
Industry moves this week
A mix of retirements and firm expansions, alongside RBC's termination notice
- By: Katie Keir
- April 10, 2024 August 15, 2024
- 07:01
Pat Dunwoody steps down from CETFA
Plus, changes at IG Wealth and CIBC Mellon
- By: Melissa Shin, IE Staff
- April 2, 2024 April 2, 2024
- 11:49
How Daniel Kahneman’s research influenced financial advice
Economist's findings helped advisors understand that people often make irrational decisions
- By: Melissa Shin
- March 27, 2024 March 27, 2024
- 15:30
Vincent Fraser becomes president of Croesus
Fraser will enhance platform features, continue European expansion, provide talent opportunities
- By: Jonathan Got
- March 27, 2024 March 28, 2024
- 09:15
Industry moves this week
A new CFO for Sun Life Financial, plus a newly created growth-focused role within ScotiaMcLeod
- By: Katie Keir
- March 25, 2024 March 25, 2024
- 15:25
RBC names Maria Douvas chief legal and administrative officer
She will oversee enterprise strategy, procurement, corporate real estate, climate and the chief data office
- By: The Canadian Press
- March 20, 2024 March 20, 2024
- 14:01
Industry moves this week
A variety of moves occurred across several industry areas
- By: Katie Keir
- March 18, 2024 March 18, 2024
- 14:00
PPI adjusts executive team, aiming to attract more advisors
Other major top-level shifts have occurred at CIBC and the Ontario Securities Commission
- By: Katie Keir
- March 7, 2024 March 14, 2024
- 17:44
Industry moves this week
The new Federation of Independent Dealers named its 2024 board leader and future focus
- By: Katie Keir
- March 5, 2024 March 28, 2024
- 13:15
Industry moves this week
Alongside BMO Private Wealth's leadership shift were several other veteran and advisor announcements
- By: Katie Keir
- February 23, 2024 February 23, 2024
- 11:41
BMO Private Wealth adds leaders from TD, RBC and Broadridge
Meghan Meger announces her retirement as Maarten Jansen, Craig Meeds and Martha Moen join the firm
- By: Melissa Shin
- February 21, 2024 February 22, 2024
- 16:54
Industry moves this week
Two people departed from Scotiabank, including veteran executive Jake Lawrence
- By: Katie Keir
- February 15, 2024 February 15, 2024
- 14:29
Former TD Wealth executive Craig Meeds departs
Meeds had been head of investment management practices and wealth insurance services since 2018
- By: Katie Keir
- February 9, 2024 February 9, 2024
- 11:24