Methodology for the 2023 Report Card series research
Just as older clients' needs vary, so too do advisors' techniques and priorities across each industry channel
Laurentian Bank has announced further executive shifts following its leadership change earlier this month
Industry watchdogs can't "sit in an ivory tower" as they push for industry change, said Stan Magidson
Abraham Tachjian stays on as Canada's open banking lead, plus Laurentian Bank changes leadership
Brokerage reduces regions to four from six, eliminating nine positions
RBC Investor Services has a new CEO, and changes arise from iA Financial Group's capital markets restructuring
Tech-assisted recommendations can improve client outcomes
IFIC elected board members and some well-known names received promotions
Newsmaker: George Mavroudis has seen his firm expand globally. Now he’s eyeing the retail market