Bill Thomas is currently chairman of KPMG International’s Americas region and held the role of CEO and senior partner with KPMG in Canada
The tool builds on the Hearsay Messages platform, which archives advisors’ digital communications with clients, to satisfy regulators’ requirements
The company is also shifting qualified investors into its private wealth series automatically so that they can take advantage of lower fees
The nomination period for the awards, which honour the achievements of female leaders in their efforts to mentor and inspire the next generation, ends May 19
Strategic Income Allocation Fund will be terminated sometime after March 20
Lieh Wang will now manage a new options sleeve for Sentry Alternative Asset Income Fund while Paul Johnson takes over as lead manager of the global equity team
BMO Asset Management Inc. replaces Monegy as portfolio manager for the funds while BMO Asset Management Corp. and Taplin, Canida & Habacht take on subadvisor roles
Although the majority of Canadians say they have insurance of some type, it doesn’t extend to cover a sudden illness, disability or accident, a new Edward Jones poll finds
The two new ETFs are focused on seeking out low-volatility and high-yield stocks
Manulife plans to terminate several funds in two phases to simplify its platform while RBC will shut down two funds due to their small size and to get rid of duplication