After partly overturning SRO's ruling, tribunal reduces fine, disgorgement orders
Several changes occurred across asset management and wealth management
Seasoned advisors are on the move
Former Scotia McLeod head exited Wellington-Altus in June
Dodig appointment part of broad strategy to link brokerage, private-wealth services
Ed Dodig is to replace Peter Lee, who will become executive vice-president of banking centres
This is the first decline in customer satisfaction since 2008, J.D. Powers reports
A B.C. court has ruled that complex allegations involving unsuitable investments should be heard by a judge alone
Peter Lee says CIBC's combined services for HNW clients are a "cross-pollination" that appeals to this affluent group
The bank joins as a sustaining member while its brokerage arm, CIBC Wood Gundy, will be identified as an associate member