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
Meeds had been head of investment management practices and wealth insurance services since 2018
The firm's Canadian wealth management business generated $77 million in third-quarter revenue
Banks, insurers tend to benefit from higher rates even as financial stress builds, rating agencies say
New firm Delisle Advisory Group named a COO, plus more executive and advisor shifts
Edmonton-based firm looks to draw business-owner clients from the big banks
Leslie Byberg will oversee enforcement as the regulator looks for a new director