Industry moves this week
Alongside BMO Private Wealth's leadership shift were several other veteran and advisor announcements
- By: Katie Keir
- February 23, 2024 February 23, 2024
- 11:41
Alongside BMO Private Wealth's leadership shift were several other veteran and advisor announcements
Alongside Macoun's pending exit from Canada Life were changes at Wellington-Altus, Broadridge Financial and more
Plus, new head of Fiera Canada, and IG Wealth focuses on recruitment
Joanna Rotenberg leaves Fidelity Investments, plus other moves
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
Two wealth groups left Richardson Wealth, plus other notable moves across financial services
Responsible Investment Association report highlights continued demand for ESG standards amid a slight uptick in the portion of RI assets
Methodology for the 2023 Report Card series research
Laurentian Bank has announced further executive shifts following its leadership change earlier this month
Methodology for the 2023 Report Card on Banks
Head of Advocis resigns, and other industry moves
Alongside Kevin Gopaul's recent exit from BMO GAM are advisor and senior-level moves