Keyword: Wealth management

755 results found

Laurentian Bank has announced further executive shifts following its leadership change earlier this month

  • By: Katie Keir
  • October 11, 2023 October 12, 2023
  • 16:08
plan idea

Industry watchdogs can't "sit in an ivory tower" as they push for industry change, said Stan Magidson

  • By: Katie Keir
  • October 5, 2023 October 5, 2023
  • 16:15
announcement

Abraham Tachjian stays on as Canada's open banking lead, plus Laurentian Bank changes leadership

  • By: Katie Keir
  • October 4, 2023 October 4, 2023
  • 12:53

Brokerage reduces regions to four from six, eliminating nine positions

  • By: Melissa Shin
  • September 29, 2023 September 29, 2023
  • 10:35
vintage microphones

RBC Investor Services has a new CEO, and changes arise from iA Financial Group's capital markets restructuring

  • By: Katie Keir
  • September 28, 2023 September 29, 2023
  • 15:36
Shot of a group of young businesspeople using a laptop during a meeting in the boardroom of a modern office

Tech-assisted recommendations can improve client outcomes

  • By: David Reeve
  • September 25, 2023 September 25, 2023
  • 15:00
announcement

IFIC elected board members and some well-known names received promotions

  • By: Katie Keir
  • September 22, 2023 September 22, 2023
  • 14:44
George Mavroudis

Newsmaker: George Mavroudis has seen his firm expand globally. Now he’s eyeing the retail market

The brokerage hopes to boost more than the bottom line by introducing multi-advisor offices

  • By: Katie Keir
  • September 14, 2023 September 14, 2023
  • 12:54
plan idea

Head of Advocis resigns, and other industry moves

  • By: Katie Keir
  • September 13, 2023 September 13, 2023
  • 16:24