Analyst says results could lead to negative earnings revisions around fee income growth in wealth management
A roundup of the latest advisor and executive moves
CI Financial Corp. is taking a “centralized” approach to advisor recruitment, in part to avoid having its CI Assante Wealth Management and Aligned Capital Partners businesses compete against each other. “As opposed to Assante looking for advisors to recruit, Aligned looking for advisors to recruit, [and] sometimes bumping into one another, now [we’re] having just […]
Industry leaders cite planning, culture, banking power to fuel advisor practices
Across big banks and independent firms, many shifts are occurring
Mackenzie's investment fund sales declined
Plus, find out how your firm rated on overall investor satisfaction
Maria Jose Flores was named the firm's president on May 3, and she plans to take the dealer to $50B in AUA
Meghan Meger and Geoff Newton will take over as co-heads of BMO Private Wealth in Canada next month
Appointments were made at two of the Big Six banks; AIMCo hires its first CTO