Updates were made to various industry boards
Across multiple industry segments, shifts have occurred
Across all segments of the industry, advisor and management shifts are taking place
A broad range of appointments were made
There were multiple moves in the wealth management space, including top-tier promotions at Wellington-Altus
Coulter will assume the role on Jan. 1, replacing Paul Allison
Veteran investment banker Jimmy Leung will lead the new group
Jennifer Hodgson joins Raymond James' trust division
Brad Sturges has worked at both independent and bank-owned firms
Dion Degrand specializes in supporting energy firms