CTO Simon Roy says the technology will enable a more personal client experience
Al Jones exemplifies association’s focus on community, promises consumer advocacy
Newsmaker: CEO Grant Vingoe also wants to see binding decision-making authority for OBSI
Newsmaker: With Dave Kelly as chief operating officer, Richardson Wealth aims to reach $100 billion in AUA and 50% women advisors over the next few years
Newsmaker: After more than two decades trading derivatives, Sara Petrcich is BMO GAM’s head of ETFs and structured solutions
Toni Ferrari draws on her background in accounting, regulation and compliance to lead the re-formed Canadian Investor Protection Fund
Mackenzie's new president and CEO says advisors are looking for alternatives as rising prices and interest rates threaten traditional returns
Newsmakers: Geoff Newton and Meghan Meger of BMO Private Wealth say clients are less interested in spreading their business over several institutions
Newsmakers: Manulife’s chief investment strategists emphasize market defence with fixed income
Philip Petursson says central banks are behind the curve as he helps advisors position portfolios