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Frances Donald to become RBC’s chief economist

Other industry veterans and groups are also shifting firms

Industry moves this week

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

old way, new way

RBC unveils executive leadership shuffle

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

Entrance to Financial Services Regulatory Authority of Ontario

FSRA names interim CEO

Stephen Power will take over after Mark White steps down later this month

  • By: IE Staff
  • July 5, 2024 July 5, 2024
  • 12:45
Follow the leader

Industry moves this week

Appointments ranged from board changes to a promotion within the Order of Canada

Newspaper stack

Industry moves this week

Many leading women in the industry have taken on new roles

Businessman overlooking multiple pathway options

Industry moves this week

A mix of executives and advisors have landed at new firms

Industry moves this week

Several industry veterans take on new roles, across a mix of firms

Personnel

iA Private Wealth secures most former Laurentian advisors, assets

The new iAPW advisors will continue their training and systems conversion this summer

Julie Martini moves to Ontario Chamber of Commerce

And Richardson Wealth snags a $500M team from TD

announcement

Industry moves this week

A mix of retirements and board appointments

  • By: Katie Keir
  • April 26, 2024 April 26, 2024
  • 14:41

Industry moves this week

Notable news comes from banking, and a new leader joins Sterling Mutuals

Sam Albanese, industry pioneer, dies at 76

Friends, colleagues remember him as an innovator who was dedicated to his field

vintage microphones

Industry moves this week

A mix of retirements and firm expansions, alongside RBC's termination notice

  • By: Katie Keir
  • April 10, 2024 August 15, 2024
  • 07:01

Pat Dunwoody steps down from CETFA

Plus, changes at IG Wealth and CIBC Mellon

confused man

How Daniel Kahneman’s research influenced financial advice

Economist's findings helped advisors understand that people often make irrational decisions

Vincent Fraser becomes president of Croesus

Fraser will enhance platform features, continue European expansion, provide talent opportunities

announcement

Industry moves this week

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

  • By: Katie Keir
  • March 25, 2024 March 25, 2024
  • 15:25

RBC names Maria Douvas chief legal and administrative officer

She will oversee enterprise strategy, procurement, corporate real estate, climate and the chief data office

Industry moves this week

A variety of moves occurred across several industry areas

  • By: Katie Keir
  • March 18, 2024 March 18, 2024
  • 14:00
Mid-year blackboard

PPI adjusts executive team, aiming to attract more advisors

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

  • By: Katie Keir
  • March 7, 2024 March 14, 2024
  • 17:44
announcement

Industry moves this week

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

  • By: Katie Keir
  • March 5, 2024 March 28, 2024
  • 13:15

Industry moves this week

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

  • By: Katie Keir
  • February 23, 2024 February 23, 2024
  • 11:41
Maarten Jansen, Martha Moen and Craig Meeds

BMO Private Wealth adds leaders from TD, RBC and Broadridge

Meghan Meger announces her retirement as Maarten Jansen, Craig Meeds and Martha Moen join the firm

change direction

Industry moves this week

Two people departed from Scotiabank, including veteran executive Jake Lawrence

  • By: Katie Keir
  • February 15, 2024 February 15, 2024
  • 14:29