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Industry leaders create the culture that influences advisor behaviour

  • By: Rod Burylo
  • January 11, 2023 January 11, 2023
  • 15:00
leadership

The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities

Newly appointed executives will zero in on tax and retirement planning, intergenerational wealth transfer and social responsibility

Young Businesswoman Addressing Boardroom Meeting

The smaller the firm, the higher the impact of women directors on financial metrics

Laura Paglia

Amid “lightning fast” industry transformation, Laura Paglia looks to deal with issues such as technology, regulation and ESG

  • By: Katie Keir
  • November 22, 2021 November 22, 2021
  • 00:05
Tashia Batstone

Tashia Batstone will lead the organization as title regulation takes effect

leadership

The pandemic showcased the importance of strong leadership

woman with a laptop

A new report suggests small- and mid-cap companies have some catching up to do

Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

Wealthica appointed wealth management veteran Eric Lemieux as chief revenue officer

  • By: IE Staff
  • February 11, 2020 February 11, 2020
  • 17:25
Businesswoman using laptop in office

Only 18.1% of director seats were held by women in 2017