Effective Nov. 1, Geoff Newton will take on the newly created role at BMO Private Wealth
Manjuris provided "valued advice," the firm said, but the planned growth strategy remains "actionable"
More than 80% of those surveyed for FTSE Russell said they're evaluating or implementing sustainable investment
Petursson is the firm's first chief investment strategist
However, IFIC's annual survey reveals that a lower proportion of investors felt their advisor's advice was worth the fees
An industry expert urged advisors to step up their game during IAFP's 2021 symposium
Clients' concerns range from broad social and fiscal spending to potential tax changes
An Evolve survey suggests advisors are positive on ETFs as a whole, with thematic funds topping the list
CWB and Meridian will continue to offer outside products
The SRO has elected to maintain more prescriptive guidance around KYC reviews