Some brokers aim to be a one-stop shop for P&C insurance, wealth management and retirement planning
Digitization can provide product advice, but clients still want to talk to humans
Shifts occurred across all industry segments
Competition in the space picked up in 2018 after Scotiabank acquired MD Financial Management
Aspirational planners need to take action for clients, Planworth's James Fraser said at IAFP's 2022 symposium
Wellington-Altus adds Todd Ferguson to leadership team
The financing will be put toward expansion, the firm said
From leadership restructuring to the creation of a new role, it's a busy start to the fall
An organizational shift at TD Securities made headlines this week
The fall is already in swing, with a variety of moves and announcements