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Thursday May 05, 2022
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People
Carte Wealth appoints new president
Maria Jose Flores was named the firm's president on May 3, and she plans to take the dealer to $50B in AUA
May 5, 2022
Full-service firms fall short on holistic advice: J.D. Power
Research and Markets
Full-service firms fall short on holistic advice: J.D. Power
Plus, find out how your firm rated on overall investor satisfaction
May 5, 2022
Industry News
Net earnings increase 9% in Q1 for Great-West Lifeco
The quarterly results reflect the insurer's medium-term goals, the CEO said
May 5, 2022
BMO Private Wealth names leadership duo
People
BMO Private Wealth names leadership duo
Meghan Meger and Geoff Newton will take over as co-heads of BMO Private Wealth in Canada next month
May 4, 2022
Industry News
BoC reaching out to Indigenous groups on economic reconciliation
Barriers exist to accessing financial services, deputy governor says
May 5, 2022
Research and Markets
Social risks bigger than climate for tech sector
Cybersecurity, mental health concerns more important than carbon emissions, Fitch says
May 5, 2022
Research and Markets
OPEC+ opens oil taps gradually as Russian war roils markets
May 5, 2022
Industry News
BoE raises key rate to highest level in 13 years
May 5, 2022
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