Most recently, Hallett was director, national sales at TriDelta Asset Management
Matthew Latimer becomes the new executive director of the Federation of Mutual Fund Dealers as the industry faces numerous challenges
Paul Bowes will fill the newly created role
Laurent Ferreira and Denis Girouard will take on the bank’s “transformation mandate”
Carolyn Rogers begins her three-year term as secretary general on August 14
Technology is important, but understanding client needs begins with advisors, says Jeff Macoun
Michael Capatides will succeed Larry D. Richman on April 1
Christian Hensley is a former executive with CPPIB
The changes take effect today
Eric Monteiro named chief client experience officer; Rowena Chan joins Sun Life from TD Wealth Financial Planning