Tech-assisted recommendations can improve client outcomes
IFIC elected board members and some well-known names received promotions
Newsmaker: George Mavroudis has seen his firm expand globally. Now he’s eyeing the retail market
The brokerage hopes to boost more than the bottom line by introducing multi-advisor offices
Head of Advocis resigns, and other industry moves
More wealth firms have entered the U.S.-Canada cross-border space in recent years. But are they ready?
Alongside Kevin Gopaul's recent exit from BMO GAM are advisor and senior-level moves
The bank's wealth management profits declined from the previous quarter
Costs related to layoffs totalled $223 million, though the bank didn't disclose the number of employees let go
Many who remain skeptical may be using the technology already