Judy Goldring, executive vice president and chief operating officer, AGF Management Ltd., discusses disruption in the mutual fund industry and the need for advisors to respond to changing client demands while being challenged by regulatory uncertainty. She spoke from the IFIC annual leadership conference in Toronto.
The Canadian Chamber of Commerce said a tariff could rip $30 billion out of the national economy
CRA has identified more than 2,500 groups that belong to the GHW population
A full-time chair will be appointed in December, followed by a new board
The firm’s global wealth management business earned $216.5 million
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
The acquisition also marks the launch of Canaccord’s Ottawa office