Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath
The committee serves as a forum to discuss issues and challenges faced by dealers and fund managers
Vermont’s Michael Pieciak succeeds Joseph Borg
Paul Allison of Raymond James elected chairman
Kevin McCreadie named CEO and Judy Goldring named president
Donald LeCavalier has accepted an appointment with Transcontinental
Laura Belloni succeeds Kim Lachapelle
Sonal Desai will succeed Chris Molumphy at the end of the year
Alex Bellefleur joins as chief economist; Blair Ireland hired as portfolio manager
John Valentini appointed president and CEO of the firm’s private investments