The CFA Institute outlined trends for the next decade, including product personalization and active management
Plus, new leadership at Women in Capital Markets and a new executive at Horizons
Alongside Kevin Gopaul's recent exit from BMO GAM are advisor and senior-level moves
Wellington-Altus changes take shape, plus other industry announcements
His departure, effective July 31, has kickstarted other executive shifts
Manulife names new public markets CIO
Job cuts at Mackenzie Investments, and more
Low collection rates and potentially high administration costs raise concern
Clear and forward-looking strategic goals are key to advisor satisfaction at brokerage firms
PMAC, IIAC and others weigh in on rules proposed by Ontario’s Capital Markets Modernization Taskforce