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Industry moves this week | Investment Executive

A mix of executives and advisors have landed at new firms

New zealand generalNew zealandBrad gersterNezihe aquinoRebecca broadleyJennifer hodgsonSami nathooDebbie wongMichelle connollyAndrew ashtonPreston howellLiz bouthillierAlex leeScott macmillanRaymond james ltdAltus private wealth inc

Industry moves this week | Advisor ca

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

Katie keirDave kellyPeter simmiePaula glickNadine renaudDerek perrittMatt vareyShubha khanWilliam masonLaurentian bankRichardson wealth ltdOntario securities commissionIntact financial corpBristol gate capital partners incRoyal bankRichardson wealth

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

Back-office technology upgrades present challenges, rewards for wealth managers
theglobeandmail.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theglobeandmail.com Daily Mail and Mail on Sunday newspapers.

Scott stennettJamie coulterRaymond jamesRichardson wealth ltdBroadridge financial solutions incRaymond james ltdEnvestnet incLog increate freeGlobe advisorBroadridge financial solutionsFidelity clearing canadaRichardson wealth

Capital gains changes tip the scales for business owners

Incorporated professionals must consider deferral, dividends and deductions

Pointe claireMichelle fongJoseph bakishMaryanne loneyManulife financial corpRichardson wealth ltdMclennan rossCanada revenue agencyCrowe sobermanRichardson wealthHemal balsaraManulife financialAlexandra spinner

ESG disclosure working its way into private markets

Some institutional investors are leading the move toward greater transparency

United statesSteve balabanRay punnFrancis sabourinAlison nankivellEuropean unionBusiness development bankMink capital incCalifornia public employees retirement systemRichardson wealth ltdD carlyle group incExchange commissionSkyline wealth management incCanada pension plan investment boardOntario teacher pension planYale model

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