Meghan Meger and Geoff Newton will take over as co-heads of BMO Private Wealth in Canada next month
Multiple firms made announcements, plus BMO's Auerbach released a long-awaited retirement note
Andrew Auerbach will depart in the coming months after more than two decades with the firm
Effective Nov. 1, Geoff Newton will take on the newly created role at BMO Private Wealth
The legal team gets $20 million, and a former advisor turned plaintiff was awarded $50,000
BMO tops league tables, followed by CIBC and Scotia
Court finds registered account investors were charged undisclosed currency fees for 10 years
Mock recently served as president and CEO of Ontario Teachers’ Pension Plan
The rules would prevent funds from using derivative transactions to convert ordinary income into capital gains
This is the first decline in customer satisfaction since 2008, J.D. Powers reports