Edmond Walters previously served as CEO and founder of eMoney Advisor
Andrew Kemp succeeds Mike Robinson
Surjit Rajpal and Gilles Ouellette will retire in 2019
Shane Clifford will focus on global strategy and business development
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