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Industry moves this week | Investment Executive

A mix of executives and advisors have landed at new firms

Wellington
New-zealand-general
New-zealand
Canada
Brad-gerster
Nezihe-aquino
Rebecca-broadley
Jennifer-hodgson
Sami-nathoo
Debbie-wong
Michelle-connolly
Andrew-ashton

Industry moves this week | Advisor.ca

Several industry veterans take on new roles, across a mix of firms

Quebec
Canada
Toronto
Ontario
Canadian
Katie-keir
Dave-kelly
Peter-simmie
Paula-glick
Nadine-renaud
Derek-perritt
Matt-varey

Back-office technology upgrades present challenges, rewards for wealth managers

Back-office technology upgrades present challenges, rewards for wealth managers
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Canada
Scott-stennett
Jamie-coulter
Raymond-james
Richardson-wealth-ltd
Broadridge-financial-solutions-inc
Raymond-james-ltd
Envestnet-inc
Log-increate-free
Globe-advisor
Broadridge-financial-solutions
Fidelity-clearing-canada

Capital gains changes tip the scales for business owners

Incorporated professionals must consider deferral, dividends and deductions

Canada
Toronto
Ontario
Pointe-claire
Quebec
Michelle-fong
Joseph-bakish
Maryanne-loney
Manulife-financial-corp
Richardson-wealth-ltd
Mclennan-ross
Canada-revenue-agency

ESG disclosure working its way into private markets

Some institutional investors are leading the move toward greater transparency

Canada
Montreal
Quebec
Toronto
Ontario
California
United-states
Washington
Steve-balaban
Ray-punn
Francis-sabourin
Alison-nankivell

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