Firms consider their post-pandemic plans
Rod Walsh and Matthew McDowell are joining the independent firm
Younger Canadians flocking to online investing represents a "generational shift," says RBC DI president and CEO
Szeto has moved his practice over from BMO Nesbitt Burns, where his team managed a $370-million book
Three firms set out to change their typical advisor force with new recruitment strategies
Many firms have new targets and strategies, but real change will take time
The brokerage's investment in technology is a key part of its new growth strategy
Christina Clement is the latest addition to the rebranded firm
Boomers are using permanent life insurance to leave a multigenerational legacy
The swap is effective June 14, with outgoing leader Dave Kelly providing guidance until September