Awards will be handed out in 20 categories at the fifth annual Wealth Professional Awards in May next year
David Lane, the leader of Edward Jones’ Canadian operations, is returning to the US in September to assume a new leadership role in the firm's Client Strategies Group.
TMX Group has announced that Kevan Cowan, the President of TSX Markets and Group Head of Equities has left the organization to pursue other opportunities.
A former adviser in the UK is offering an expert timeline on when the next crucial regulatory change will hit Canada.
A respected industry veteran is pointing out a common and costly mistake by advisors looking to eventually sell their book of business for top dollar.
When this investment company went looking for experience to fill the role of Chief Investment Officer, that experience came in the form of a returning employee.
With all the hot-button issues investors are facing at the moment, many advisors are welcoming the volatility as buying opportunities for clients.
While many large investment firms seem keen on adding a robo-advisor to their lineup of services an executive for a big independent has come out much against it.
At a recent forum in Cambridge, Ont., the head of the Canada Deposit Insurance Corporation shared his thoughts on what – if anything – we’ve learned from the recent financial crisis.
Greece brought its proposal for a third bailout to creditors in just under the wire Thursday – something that should quiet the nerves of some clients here in Canada, say advisors
IIROC is addressing concerns that panel decisions in two recent cases expose inconsistencies in advisor sanctions.