Jury prizes awarded to OWL.co and Symend
GPC announces 2018 winners of Excellence in Governance Awards
Bains was recognized for her work in advancing policy issues related to the indigenous peoples and advocacy for women in leadership positions in wealth management
Five executives recognized as industry trailblazers
Jacques Lussier receives award for his outstanding contribution to CFA Institute education programs
Kristin Ramlal will receive the award at the Distinguished Advisor Conference in Quebec City in November
The 2018 winner will be announced on Oct. 25
An investment industry veteran and a respected academic are recognized for their contributions to financial planning
Annamaria Lusardi honoured for research to advance investor protection and financial capability
Client “onboarding” platform simplifies moving to a new firm for advisors