Industry moves: Dave Kelly takes on new COO role with Richardson Wealth
Plus, new head of Fiera Canada, and IG Wealth focuses on recruitment
- By: Katie Keir
- January 9, 2024 January 9, 2024
- 16:43
Top Stories in Uncategorized
People
Industry moves this week
Joanna Rotenberg leaves Fidelity Investments, plus other moves
- By: Katie Keir
- December 19, 2023 December 19, 2023
- 16:53
Industry moves: Executive departure at TD leads to new wealth head
Ray Chun moves to personal banking and Tim Wiggan heads wealth management and insurance
- By: Katie Keir
- December 11, 2023 December 11, 2023
- 12:06
People
Industry moves this week
Former Scotiabank head to lead new Ontario Infrastructure Bank, plus other news
- By: Katie Keir
- December 8, 2023 December 8, 2023
- 12:52
People
Industry moves this week
Two wealth groups left Richardson Wealth, plus other notable moves across financial services
- By: Katie Keir
- November 9, 2023 November 10, 2023
- 13:48
Confidence in ESG investing grows as market matures: RIA
Responsible Investment Association report highlights continued demand for ESG standards amid a slight uptick in the portion of RI assets
- By: Maddie Johnson
- October 26, 2023 October 25, 2023
- 07:01
How we did it: Advisors’ Report Card 2023
Methodology for the 2023 Report Card series research
- By: Katie Keir
- October 16, 2023 October 13, 2023
- 00:51
People
Industry moves this week
Laurentian Bank has announced further executive shifts following its leadership change earlier this month
- By: Katie Keir
- October 11, 2023 October 12, 2023
- 16:08
How we did it: Report Card on Banks
Methodology for the 2023 Report Card on Banks
- By: IE Staff
- September 18, 2023 September 15, 2023
- 00:07
Industry moves this week
Head of Advocis resigns, and other industry moves
- By: Katie Keir
- September 13, 2023 September 13, 2023
- 16:24
Industry moves this week
Alongside Kevin Gopaul's recent exit from BMO GAM are advisor and senior-level moves
- By: Katie Keir
- August 30, 2023 August 30, 2023
- 11:26
Transcripts
Transcript: With stagflation forces afoot, real-asset allocation offers ballast
Vince Childers of Cohen & Steers says supply-side risks threaten market expectations for a return to low and stable inflation
- By: Vince Childers
- August 29, 2023 August 28, 2023
- 13:01
Brought to you by: Cohen And Steers Capital Management
How we did it: Dealers’ Report Card
Methodology for the Report Card for 2023
- By: IE Staff
- August 28, 2023 August 24, 2023
- 00:02