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Keyword: Appointments

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Businessman overlooking multiple pathway options

A mix of executives and advisors have landed at new firms

stage curtain

Several industry veterans take on new roles, across a mix of firms

Personnel

The new iAPW advisors will continue their training and systems conversion this summer

Businessman remove one piece from jenga tower Risk management concept metaphor

And Richardson Wealth snags a $500M team from TD

announcement

A mix of retirements and board appointments

  • By: Katie Keir
  • April 26, 2024 April 26, 2024
  • 14:41
Grand opening, cutting red ribbon

Notable news comes from banking, and a new leader joins Sterling Mutuals

vintage microphones

A mix of retirements and firm expansions, alongside RBC's termination notice

announcement

Plus, changes at IG Wealth and CIBC Mellon

Close up of Business people shaking hands, finishing up meeting, business etiquette, congratulation, merger and acquisition concept

Fraser will enhance platform features, continue European expansion, provide talent opportunities

announcement

A new CFO for Sun Life Financial, plus a newly created growth-focused role within ScotiaMcLeod

  • By: Katie Keir
  • March 25, 2024 March 25, 2024
  • 15:25