AI can help pitch products and identify clients likely to defect
The firm will look for ways to improve employee ownership in the business, Dan Daviau said
A report from the Family Entreprise Foundation offers ideas to prepare the next generation
Deal adds investment counsel portfolio managers to Canada Life
Plus other moves within the industry this week
The special committee evaluating the offer was unanimous in its recommendation
Credit provisions, rising capital, liquidity, expenses blunt banks' results
The group said there's "no reasonable chance" conditions will be met by a June 13 deadline
How investment advisors rated their firms' performance
Announcement follows S&P's downgrade of firm in early May