Industry moves this week
CG Wealth snags from CIBC Wood Gundy an advisor team overseeing $1.4 billion, amid big week for advisor moves
- By: Katie Keir
- September 16, 2024 September 16, 2024
- 16:41
Latest news in People
Industry moves this week
Kevin Gopaul becomes CIO of REX Financial Canada
- By: Jonathan Got
- September 11, 2024 September 11, 2024
- 14:14
Industry moves this week
Another BMO ETFs departure, and more
- By: Katie Keir
- September 4, 2024 September 10, 2024
- 14:45
Chris McHaney joins Global X
Long-time BMO ETFs portfolio manager will become Global X's head of investment management and strategy
- By: Noushin Ziafati
- September 3, 2024 September 10, 2024
- 07:30
Industry moves this week
A second John Bai joins Aviso Wealth's executive team, and more
- By: Katie Keir
- August 23, 2024 August 23, 2024
- 13:21
Industry moves this week
IG Wealth snagged a new director of business development, and more
- By: Katie Keir
- August 16, 2024 August 16, 2024
- 13:32
Industry moves this week
Richardson Wealth sees top leadership shuffle, and more
- By: Katie Keir
- August 1, 2024 August 1, 2024
- 15:35
Dave Kelly to take the reins at Richardson Wealth
Kish Kapoor steps down in October, will remain on boards of the brokerage and RF Capital
- By: Rudy Mezzetta
- August 1, 2024 August 1, 2024
- 15:24
Frances Donald to become RBC’s chief economist
Other industry veterans and groups are also shifting firms
- By: Katie Keir
- July 26, 2024 July 26, 2024
- 12:40
Industry moves this week
A variety of moves occurred across the industry, including advisor team transitions
- By: Katie Keir
- July 22, 2024 July 26, 2024
- 15:21
RBC unveils executive leadership shuffle
The bank's decision to split its personal and commercial banking divisions was one driver, as was simplifying work flows
- By: Katie Keir
- July 11, 2024 July 11, 2024
- 13:40
FSRA names interim CEO
Stephen Power will take over after Mark White steps down later this month
- By: IE Staff
- July 5, 2024 July 5, 2024
- 12:45
Industry moves this week
Appointments ranged from board changes to a promotion within the Order of Canada
- By: Jonathan Got
- July 4, 2024 July 5, 2024
- 12:08
Industry moves this week
Many leading women in the industry have taken on new roles
- By: Katie Keir
- June 26, 2024 June 26, 2024
- 14:07
Industry moves this week
A mix of executives and advisors have landed at new firms
- By: Katie Keir
- June 13, 2024 June 13, 2024
- 14:55
Industry moves this week
Several industry veterans take on new roles, across a mix of firms
- By: Katie Keir
- June 3, 2024 June 3, 2024
- 15:29
iA Private Wealth secures most former Laurentian advisors, assets
The new iAPW advisors will continue their training and systems conversion this summer
- By: Katie Keir
- May 23, 2024 July 10, 2024
- 16:24
Julie Martini moves to Ontario Chamber of Commerce
And Richardson Wealth snags a $500M team from TD
- By: Katie Keir
- May 10, 2024 May 10, 2024
- 14:16
Industry moves this week
A mix of retirements and board appointments
- By: Katie Keir
- April 26, 2024 April 26, 2024
- 14:41
Industry moves this week
Notable news comes from banking, and a new leader joins Sterling Mutuals
- By: Katie Keir
- April 15, 2024 May 3, 2024
- 13:17
Sam Albanese, industry pioneer, dies at 76
Friends, colleagues remember him as an innovator who was dedicated to his field
- By: Noushin Ziafati
- April 11, 2024 April 11, 2024
- 15:47
Industry moves this week
A mix of retirements and firm expansions, alongside RBC's termination notice
- By: Katie Keir
- April 10, 2024 August 15, 2024
- 07:01
Pat Dunwoody steps down from CETFA
Plus, changes at IG Wealth and CIBC Mellon
- By: Melissa Shin, IE Staff
- April 2, 2024 April 2, 2024
- 11:49
How Daniel Kahneman’s research influenced financial advice
Economist's findings helped advisors understand that people often make irrational decisions
- By: Melissa Shin
- March 27, 2024 March 27, 2024
- 15:30
Vincent Fraser becomes president of Croesus
Fraser will enhance platform features, continue European expansion, provide talent opportunities
- By: Jonathan Got
- March 27, 2024 March 28, 2024
- 09:15