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Dealers need to improve communication | Investment Executive

Most of the firms assessed in the 2023 Report Card faced criticism for how they managed advisor feedback

United kingdomRichard mcintyreSean etheringtonJoady guyotManulife securities incCarte wealth management incInvestia financial services incSterling mutuals incManulife securitiesBritish columbiaWealth managementCarte wealthInvestia financial servicesSterling mutuals

Fee-based advisors cite tech challenges | Investment Executive

Digital tools are important to advisors, but often fall short in performance

Sean etheringtonRichard mcintyreBrent allenJoady guyotSam febbraroManulife securities incInvestment planning counsel incPortfolio strategies corpPeak financial groupCounsel portfolio servicesReport cardSecurities incFidelity clearing canadaAtlantic canadaInvestment planning counselWealth management

Which firms are seeking dual registration with CIRO?

The process of becoming dually registered could span several years, CIRO warns

Louis deconinckSean etheringtonSam febbraroBrent allenRobert francesPeak financial groupInvestment planning counsel incInvestia financial servicesA financial groupCounsel portfolio servicesReport cardWealth managementFinancial groupPrivate wealthPlanning counselCounsel portfolio

McMaster motionball brings awareness and support to Special Olympics

Motionball McMaster hosted a Marathon of Sport on Mar. 18 at the Wentworth Sports Complex in support of the Special Olympics Canada Foundation.A non-profit organization, motionball was founded in 2002 by brothers Paul, Mark and Sean Etherington in support of the Special Olympics movement.

Miguel sibal gurleen sandhuMotionball mcmasterGurleen sandhuEmily van berkelVan berkelSean etheringtonHillfield strathallan collegeCorporate teamMcmaster universityOlympics canada foundationSpecial olympicsStandard teamWentworth sports complexSpecial olympics canadaSpecial olympics canada foundationSpecial olympic

CI to ramp up recruiting under consolidated Canadian wealth unit

Firm plans to rebrand Aligned Capital to link it directly with CI brand

South dakotaUnited statesMurray oxbyChris enrightSean etheringtonCi investor servicesAligned capital partnersInvestment executiveCorient capital partnersEaton vance investment

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