Sales were up in iA’s individual insurance and wealth management divisions
InvestorEQ uses psychometric modules to give advisors insight on clients’ investing behaviours
The firm announced three new hires in its Western offices
Firms consider their post-pandemic plans
Rod Walsh and Matthew McDowell are joining the independent firm
Younger Canadians flocking to online investing represents a "generational shift," says RBC DI president and CEO
Szeto has moved his practice over from BMO Nesbitt Burns, where his team managed a $370-million book
Three firms set out to change their typical advisor force with new recruitment strategies
Many firms have new targets and strategies, but real change will take time
The brokerage's investment in technology is a key part of its new growth strategy