Investment Executive has the latest news and analysis on investment products, industry news and securities regulation for financial advisors.

2025年1月17日 · Each week, we summarize notable moves across the financial industry. Raymond Chun will move into his new role as group president and CEO of TD Bank Group as of Feb. 1, earlier than a previously announced date of April 10. Chun, currently chief operating officer of the bank, is replacing current group president and CEO Bharat Masrani.Masrani will now retire and step down from the board of ...

6 天之前 · Breaking industry and regulatory news for IIROC, MFDA and life insurance-licensed financial advisors, portfolio managers and financial planners.

2025年1月24日 · A mix of executive and advisor moves were announced. Each week, we summarize notable moves across the financial industry. Jacqueline Sanjuas has been appointed global head of financial crime risk management at TD Bank Group, succeeding Herb Mazariegos, senior vice-president, financial crime risk management, who will be leaving the bank. Sanjuas, who joined TD in January 2024 and will continue ...

2024年11月5日 · Proposed CRA audit powers sound alarms. If proposals pass, CRA can impose harsh new penalties and compel taxpayer testimony under oath. By: Rudy Mezzetta November 5, 2024 November 11, 2024; 14:00

2025年1月10日 · Each week, we summarize notable moves across the financial industry. Paul de la Roche has been promoted to head of private wealth for the Canadian arm of Fiera Capital. He joined the company in 2013 and has 20 years of industry experience, most recently as senior investment counsellor and regional head of private wealth.

2024年12月11日 · So, what does this all mean for the global and Canadian economies? Quite a lot. In 2025 central banks are expected to diverge on their rate-cutting measures, with slowing economies such as Canada and the EU lowering policy rates much further than the U.S. to stimulate a rebound in domestic demand and close the output gap.

2024年12月5日 · Each week, we summarize notable moves across the financial industry. Michelle Myers has been named global chief auditor, effective Dec. 9, with TD Bank Group, marking her entry to the senior executive team. Myers succeeds Anita O’Dell, senior vice-president and global chief auditor and interim U.S. chief auditor, as O’Dell plans to retire at the end of May 2025.

2024年11月20日 · Each week, we summarize notable moves across the financial industry. Roy Gori, president and CEO of Manulife, announced he will retire in May. Phil Witherington, current president and CEO of the Asia segment, will take over the position.Gori will continue to serve as an advisor until August 2025 to support the transition to Witherington.

6 天之前 · Financial services industry, asset managers, investment dealers, mutual fund dealers, life insurers, banks, robo-advisors, advisors, insurance agents