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A variety of moves occurred across several industry areas

  • March 18, 2024 March 18, 2024
  • 14:00

Other major top-level shifts have occurred at CIBC and the Ontario Securities Commission

  • March 7, 2024 March 14, 2024
  • 17:44

The new Federation of Independent Dealers named its 2024 board leader and future focus

  • March 5, 2024 March 5, 2024
  • 13:15

Alongside BMO Private Wealth's leadership shift were several other veteran and advisor announcements

  • February 23, 2024 February 23, 2024
  • 11:41

Two people departed from Scotiabank, including veteran executive Jake Lawrence

  • February 15, 2024 February 15, 2024
  • 14:29

Some advisors reported challenges when MGAs were intermediaries and required to coordinate with large insurers

  • February 12, 2024 February 9, 2024
  • 00:15

Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

  • February 12, 2024 February 9, 2024
  • 00:14

Advisors are generally satisfied with their pay, but some are questioning industry standards of compensation

  • February 12, 2024 February 9, 2024
  • 00:13

MGAs and carriers are revamping their support programs in response

  • February 12, 2024 February 9, 2024
  • 00:10

Meeds had been head of investment management practices and wealth insurance services since 2018

  • February 9, 2024 February 9, 2024
  • 11:24