From leadership restructuring to the creation of a new role, it's a busy start to the fall
Seasoned advisors are on the move
Funds with options strategies are among recently released products
'Megatrend' and U.S. taxpayer funds are among the recent releases
Multiple firms made announcements, plus BMO's Auerbach released a long-awaited retirement note
Newly appointed executives will zero in on tax and retirement planning, intergenerational wealth transfer and social responsibility
Topics where clients need support include insurance and estate planning, an IG poll suggests
Christine Van Cauwenberghe to oversee wealth, advisor training and financial specialist teams
People are generally more confident about their finances, despite economic anxiety, according to IG Wealth's latest index
Parents are helping children buy houses and start businesses