The state of play of advisory, investment services from co-operatives, credit unions
Actual assets under management of advisor aren’t always worth purchasing on their own
Advisors face a host of challenges integrating new tech
Regulators alleged the firm's onboarding process for new reps was deficient
There's higher demand for advisor coaching and consulting that can't be ignored
This week's industry moves
Changes include executive shifts at iA Financial Group related to wealth division
Potential productivity gains when P&C broker buys an advisory firm
The firm also plans to migrate $14 billion of Aligned Capital assets to its in-house custody platform
Retail fund sales remained positive as customers sought cash-equivalent products