Making complicated data accessible to advisors and their clients is at the core of Kunal Kapoor's mission
Kendra Kaake has learned that understanding investor behaviour is as important as knowing the numbers
A passion for customer service and a curiosity about client needs have driven Gillian Riley's 25-year career in financial services
This year's winner of the IIAC Top Under 40 Award advises corporate clients and high-potential millennials and he volunteers in his community
Rachel Volynsky, in her new role, leads the team that provides investment consulting services to Mercer's institutional clients
BMOGAM's Kristi Mitchem is focused on promoting responsible investing and raising the profile of women in the investment sector
Rowena Chan brings 30 years of experience and a degree in sociology to her role as president of Sun Life Financial Distributors
David Stephenson, director of ETF strategy at CIBC Asset Management, says the parent bank's strong relationships with clients are an advantage
Matthew Latimer becomes the new executive director of the Federation of Mutual Fund Dealers as the industry faces numerous challenges
Technology is important, but understanding client needs begins with advisors, says Jeff Macoun