Other major top-level shifts have occurred at CIBC and the Ontario Securities Commission
The new Federation of Independent Dealers named its 2024 board leader and future focus
Upfront spending weighs on banks' bottom lines, despite revenue growth
Firm announces bid to repurchase up to $85 million of its shares
Alongside BMO Private Wealth's leadership shift were several other veteran and advisor announcements
Meghan Meger announces her retirement as Maarten Jansen, Craig Meeds and Martha Moen join the firm
Transition to be aided by expanding fiduciary requirements
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Advisors are generally satisfied with their pay, but some are questioning industry standards of compensation
Some areas, such as tax and estate planning, showed room for improvement