Kevin Morrissey replaces Larry Madge, who had held the position since 2013 and was recently named CEO of PVI Sun Life in Vietnam
The index-tracking ETF is based on Dorsey Wright’s systematic momentum strategy with the ability to allocate to cash equivalents
The platform will allow Canaccord advisors to connect with clients via social media and meet all compliance and regulatory requirements
Morningstar for Advisors App is a free companion to Morningstar Advisor Workstation that’s now available
Erez Blumberger of AUM Law Professional Corp. talks about educating clients on CRM2 reports
The scholarship award will be presented at this year’s DAC in San Diego in November; applications are due Oct. 1
When it comes to investors’ satisfaction with their self-directed brokerages, National Bank Direct Brokerage ranks highest for a second consecutive year, followed by BMO InvestorLine
The mergers would reduce duplication and help streamline and simplify CI’s fund lineup
The firm has raised the money in a private placement that will be dedicated toward growing the wealth-management business