David Scandiffio, president & CEO, CIBC Asset Management, discusses the impact of technology on the future of financial advice, including “Robo-advisor” competition and the need to integrate new communications technologies to attract the younger generation of advisors and clients.
Manulife, Great-West had leadership changes last year
The non-prime lender withdrew its guidance earlier this month
Public pension manager's AUM rose to $195B
Clamp-down on scams may impose new obligations on financial institutions, among others
Getting it wrong could draw regulators’ ire, put you at legal risk
Retirement is a behavioural challenge as much as a financial one — 5 ways you can help
The move will serve as a critical test of whether Ontario will act with speed and purpose to realize CFTA's potential
They can be a powerful tool when dealing with complicated family dynamics or alternative assets