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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

France
United-kingdom
Quebec
Canada
British
French
Richard-mcintyre
Sean-etherington
Joady-guyot
Manulife-securities-inc
Manulife
Carte-wealth-management-inc

Fee-based advisors cite tech challenges | Investment Executive

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

Canada
Quebec
Sean-etherington
Richard-mcintyre
Brent-allen
Joady-guyot
Sam-febbraro
Manulife-securities-inc
Transact
Investment-planning-counsel-inc
Manulife
Portfolio-strategies-corp

Which firms are seeking dual registration with CIRO?

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

Canada
Louis-deconinck
Sean-etherington
Sam-febbraro
Brent-allen
Robert-frances
Peak-financial-group
Investment-planning-counsel-inc
Investia-financial-services
A-financial-group
Counsel-portfolio-services
Report-card

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.

Canada
Canadian
Miguel-sibal-gurleen-sandhu
Motionball-mcmaster
Gurleen-sandhu
Emily-van-berkel
Van-berkel
Sean-etherington
Hillfield-strathallan-college
Corporate-team
Olympics
Mcmaster-university

CI to ramp up recruiting under consolidated Canadian wealth unit

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

Canada
South-dakota
United-states
Canadian
Murray-oxby
Chris-enright
Sean-etherington
Ci-investor-services
Aligned-capital-partners
Investment-executive
Corient-capital-partners
Eaton-vance-investment

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