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Company: Manulife Securities

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Hand putting Coins in glass jar with retro alarm clock for time to money saving for retirement

As more Canadians retire and the fixed income space grows, financial services companies are pivoting

Manulife head office building in Toronto, Canada. Manulife is a Canadian multinational insurance company.

Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities

change direction

Industry veterans are taking on new roles, including Andrew Kriegler with the forthcoming new SRO and Morningstar's Michael Jantzi

changes ahead sign

Alongside Manulife Securities getting a new president and CEO, other shifts occurred

plan idea

Rick Annaert has stepped down after 17 years, and Richard McIntyre, head of sales, takes his place

Reports from PwC, Manulife and Purpose address the uncertainty

Firm will bring more than 30 brands globally under one banner

The new program aims to match future income needs with an income generating strategy

The dealers allegedly overcharged fee-based client accounts about $6 million and mutual fund accounts $5.7 million between 2005 and 2016

Two Manulife dealer subsidiaries allegedly overcharged clients in fee-based accounts between 2005 and 2016