Wealth management

Industry

Swiss bank rescue to reshape landscape

Sector's competition, regulation and risk will all be transformed, Fitch says

By James Langton |March 28, 2023

2 min read

Industry

BMO Private Wealth takes on Kevin Barnes in newly created role

Barnes' move from TD Wealth's private wealth division is detailed, among other industry news

By Katie Keir |March 28, 2023

2 min read

Technology

Fintech in focus: Conquest Planning

Planning software helps with client engagement

By Greg Meckbach |March 24, 2023

2 min read

Industry

Gluskin Sheff advisors to move to RBC Wealth Management

Gluskin Sheff's parent company, Onex, is winding down the wealth management business

By Melissa Shin |March 24, 2023

2 min read

Industry

BMO Insurance welcomes back Rohit Thomas

Other industry moves this week include a new head for the FP Canada Institute

By Katie Keir |March 23, 2023

2 min read

Industry

Canaccord files for exemptive relief regarding directors’ circular

The firm is asking regulators for more time after reconstituting a special committee evaluating management's takeover bid

By Staff |March 23, 2023

1 min read

Industry

Canaccord appoints former Ontario finance minister to board amid takeover tussle

New appointments come a week after four board members opposed to the takeover resigned

By Mark Burgess |March 21, 2023

2 min read

Industry

Canaccord directors opposed to takeover bid resign

The firm appointed Terrence Lyons as director and member of the committee evaluating the bid

By Mark Burgess |March 13, 2023

2 min read

Industry

Industry moves this week

A team of former MD Financial advisors has emerged at Richardson Wealth

By Katie Keir |March 9, 2023

2 min read

Industry

Large Canaccord shareholder moves to oust directors opposed to takeover bid

The shareholder is pushing for board changes by May 10 and nominated two directors

By Mark Burgess |March 8, 2023

2 min read

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