Two advisory teams explain how they’ve structured succession
The majority of advisors are getting older and the cohort willing to take their places is scarce--even on Wall Street.
Firms must increasingly view succession planning as a growth strategy not a retirement strategy.
John Harvie is the new chairperson of The Co-operators Group’s board of directors.
IIIROC President and CEO Susan Wolburgh Jenah says she’ll retire October 31.
Marc Seidner, a fund manager who was Pimco’s interim head of equities, quit in January—the same day the company was supposed to announce his promotion, says the Financial Times.
Options for an indebted software entrepreneur facing a health crisis
When Mark Axelowitz isn’t managing money, he’s memorizing lines.
Proper planning can shrink your client’s bill
Cameron Fowler is now BMO’s group head, Canadian personal and commercial banking.