Home Katie Keir

Another BMO ETFs departure, and more

  • September 4, 2024 September 10, 2024
  • 14:45

A second John Bai joins Aviso Wealth's executive team, and more

  • August 23, 2024 August 23, 2024
  • 13:21

IG Wealth snagged a new director of business development, and more

  • August 16, 2024 August 16, 2024
  • 13:32

Richardson Wealth sees top leadership shuffle, and more

  • August 1, 2024 August 1, 2024
  • 15:35

Other industry veterans and groups are also shifting firms

  • July 26, 2024 July 26, 2024
  • 12:40

A variety of moves occurred across the industry, including advisor team transitions

  • July 22, 2024 July 26, 2024
  • 15:21

The bank's decision to split its personal and commercial banking divisions was one driver, as was simplifying work flows

  • July 11, 2024 July 11, 2024
  • 13:40

Many leading women in the industry have taken on new roles

  • June 26, 2024 June 26, 2024
  • 14:07

A mix of executives and advisors have landed at new firms

  • June 13, 2024 June 13, 2024
  • 14:55

Support for both financial planning and succession planning by advisors remain areas of interest

  • June 5, 2024 June 4, 2024
  • 09:19