BMO Nesbitt Burns

SEI appoints new head of asset distribution

SEI veteran's expertise and experience will be crucial in expanding Canadian strategic partnerships

Marrying wine and asset management has been a rewarding journey, says CEO

Other Life: Cult Wines founder encourages others to follow their passions to achieve life fulfillment

Rising Stars 2022

Wealth Professional recognises the most outstanding up-and-comers in the Canadian wealth space

BMO Nesbitt Burns fined six-figure sum for failing to catch 'churning'

Advisor engaged in frequent trades that were not suitable for clients

BMO Wealth names new co-heads for Canadian private wealth

The duo will begin their new roles at the start of June with a goal of driving new business

Morningstar introduces new module to address KYPs

Additional functionality is geared towards helping advisors perform the mandatory KYP requirements

It's an 'absolute outrage' banks are putting themselves ahead of clients, says portfolio manager

Advisor says he's concerned the average Canadian investor won't even notice product shelves are being reduced

Curiosity pays off

A calculated individual with a curious nature, advisor Kate Murdoch has never shied away from facing challenges

How can you inflation-proof clients' portfolios?

Choose monopolies and diversify within different sectors, countries and asset allocations, says portfolio manager

BMO appoints new head of wealth management division

CEO praises wealth leader for his technical expertise and track record as a visionary strategist