Insurers attribute performance in some areas to higher rates, lower equity markets
Industry leaders cite planning, culture, banking power to fuel advisor practices
Across big banks and independent firms, many shifts are occurring
Mackenzie's investment fund sales declined
Plus, find out how your firm rated on overall investor satisfaction
Maria Jose Flores was named the firm's president on May 3 and remains chief compliance officer
Meghan Meger and Geoff Newton will take over as co-heads of BMO Private Wealth in Canada next month
While challenges multiply, traditional asset managers look resilient to market turmoil, says a Fitch report
Appointments were made at two of the Big Six banks; AIMCo hires its first CTO
Newly appointed executives will zero in on tax and retirement planning, intergenerational wealth transfer and social responsibility