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Effective Nov. 1, Geoff Newton will take on the newly created role at BMO Private Wealth

  • October 13, 2021 October 13, 2021
  • 15:00

Manjuris provided "valued advice," the firm said, but the planned growth strategy remains "actionable"

  • October 8, 2021 October 8, 2021
  • 12:25

More than 80% of those surveyed for FTSE Russell said they're evaluating or implementing sustainable investment

  • October 7, 2021 October 7, 2021
  • 09:11

Petursson is the firm's first chief investment strategist

  • October 1, 2021 October 1, 2021
  • 11:08

However, IFIC's annual survey reveals that a lower proportion of investors felt their advisor's advice was worth the fees

  • September 29, 2021 September 29, 2021
  • 14:50

An industry expert urged advisors to step up their game during IAFP's 2021 symposium

  • September 24, 2021 September 24, 2021
  • 15:37

Clients' concerns range from broad social and fiscal spending to potential tax changes

  • September 22, 2021 September 22, 2021
  • 14:40

An Evolve survey suggests advisors are positive on ETFs as a whole, with thematic funds topping the list

  • September 17, 2021 October 12, 2021
  • 15:14

CWB and Meridian will continue to offer outside products

  • September 16, 2021 September 20, 2021
  • 16:35

The SRO has elected to maintain more prescriptive guidance around KYC reviews

  • September 3, 2021 September 3, 2021
  • 11:49