Industry

Fidelity launches wealth manager Fidelity launches wealth manager

Industry

Fidelity launches wealth manager

New CIRO firm, Fidelity Wealth, wants advisors who are thinking about retiring

By Rudy Mezzetta |June 20, 2024

3 min read

VersaFi recognizes 20 financial leaders for advancing gender equity VersaFi recognizes 20 financial leaders for advancing gender equity

Industry

VersaFi recognizes 20 financial leaders for advancing gender equity

Award winners are "striving to change the status quo" within their firms, finance sector

By Staff |June 18, 2024

1 min read

Complaints up, suspensions down for financial planners in 2023 Complaints up, suspensions down for financial planners in 2023

Industry

Complaints up, suspensions down for financial planners in 2023

FP Canada Standards Council released its annual enforcement activity

By Staff |June 14, 2024

1 min read

Industry moves this week Industry moves this week

Industry

Industry moves this week

A mix of executives and advisors have landed at new firms

By Katie Keir |June 13, 2024

2 min read