The deal includes a partnership that will see Great-West Lifeco distribute Franklin Templeton products
CIO Marc-André Lewis will become co-head of CI Global Asset Management as of Jan. 1
Joanna Rotenberg leaves Fidelity Investments, plus other moves
FusionIQ has a new compliance partner, while Croesus works with Mako on KYC
Key executives' presentations during the bank's 2023 investor day unveiled new strategies and initiatives
Pipeline of female leaders diverted by workplace shifts, DBRS says
Ray Chun moves to personal banking and Tim Wiggan heads wealth management and insurance
Former Scotiabank head to lead new Ontario Infrastructure Bank, plus other news
Firm says $40-million investment from Cynosure will help attract top advisors
Find ways to excel at the basics, panellists suggested at a CFA Society Toronto event