Deal includes about 2,050 clients and $250 million in assets
Two firms use same vendors, and iA has experience recruiting corporate advisors
Deal includes 16,000 accounts, $2 billion in assets, 30 advisors
Approval came nine months after the firm filed its initial application
Wealth leader Stephan Bourbonnais wants the iA businesses to lead the way in the new self-regulatory regime
There's higher demand for advisor coaching and consulting that can't be ignored
Across all segments of the industry, advisor and management shifts are taking place
The firm’s third president in four years plans to improve advisor communication, support services
Bourbonnais succeeds John Kelleway, who left the firm in early February