Plus, moves at BMO Private Wealth, Fiera Capital and CIBC GAM
Plus, Steven Krupica joins National Bank and Advocis names new chair, board members
Hamilton ETFs names co-CEOs, plus new faces at Designed Securities, 3iQ and CIRO
But due diligence and relative weighting matter
Money doesn’t come with a manual — it’s up to advisors guide the newly wealthy
Leadership transition at Odlum Brown; Bryce Walker tapped as CEO at CC&L Funds
New appointments at CI Financial and Odlum Brown, plus an addition at Wellington-Altus Private Wealth
BlackRock projects global bond ETF market will more than double to US$6 trillion in assets by 2030
Leadership changes at Desjardins, BMO Financial and CDPQ
Trump's big, beautiful tax bill is causing global investors even more worry about U.S. markets