Home Katie Keir

Two firms use same vendors, and iA has experience recruiting corporate advisors

  • April 5, 2024 April 5, 2024
  • 17:31

A new CFO for Sun Life Financial, plus a newly created growth-focused role within ScotiaMcLeod

  • March 25, 2024 March 25, 2024
  • 15:25

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 28, 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