Industry veterans are taking on new roles, including Andrew Kriegler with the forthcoming new SRO and Morningstar's Michael Jantzi
Alongside Manulife Securities getting a new president and CEO, other shifts occurred
Rick Annaert has stepped down after 17 years, and Richard McIntyre, head of sales, takes his place
Reports from PwC, Manulife and Purpose address the uncertainty
Firm will bring more than 30 brands globally under one banner
The new program aims to match future income needs with an income generating strategy
The dealers allegedly overcharged fee-based client accounts about $6 million and mutual fund accounts $5.7 million between 2005 and 2016
Two Manulife dealer subsidiaries allegedly overcharged clients in fee-based accounts between 2005 and 2016
The platform is expected to become a major source of growth for the firm as it allows advisors to manage client relationships more effectively
The newly appointed president and CEO will provide strategic direction to support the growth of all the company’s business lines in Quebec