A variety of moves occurred across several industry areas
Other major top-level shifts have occurred at CIBC and the Ontario Securities Commission
The new Federation of Independent Dealers named its 2024 board leader and future focus
Alongside BMO Private Wealth's leadership shift were several other veteran and advisor announcements
Two people departed from Scotiabank, including veteran executive Jake Lawrence
Some advisors reported challenges when MGAs were intermediaries and required to coordinate with large insurers
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Advisors are generally satisfied with their pay, but some are questioning industry standards of compensation
MGAs and carriers are revamping their support programs in response
Meeds had been head of investment management practices and wealth insurance services since 2018