Recent Posts

• Maintaining Earnings Momentum in the Wealth Management Business (IIAC Blog)
  

  Maintaining Earnings Momentum in the Wealth Management Business (IIAC Blog)

  October 18, 2018 by Ian Russell

  There is an undercurrent of change happening in the wealth management business, driven by stiff competition, fee compression, regulatory obligations, evolving investor needs and preferences, and applications of new technologies. Industry operating costs have escalated and margins have been squeezed. Further, there is no end in sight to rising costs.

  How do wealth-focused investment dealers position themselves for a new phase of growth and profitability?

  Read my latest Letter from the President.

   

   

• The IIAC Proudly Presents the Nominees for the 2018 IIAC Top Under 40 Award (IIAC Blog)
  

  The IIAC Proudly Presents the Nominees for the 2018 IIAC Top Under 40 Award (IIAC Blog)

  September 24, 2018 by Ian Russell

  The IIAC Top Under 40 Award recognizes and celebrates the new generation of highly motivated and talented young professionals whose drive, dedication, personal and professional qualities and accomplishments have brought distinction to the investment/financial industry.

  Please join me in congratulating the 2018 nominees. They are featured in full-page ads in the October editions of Investment Executive and Finance et Investissement. 

  The nominees will be formally recognized at the IIAC Top Under 40 Award Luncheon on October 25, 2018 in Toronto, where the 2018 Award recipient will be announced. 

  Thank you to our sponsors: Canadian Securities … Continue reading →

• BNN Bloomberg Interview: The Future of Independent Dealers in Canada
  BNN Bloomberg Interview: The Future of Independent Dealers in Canada

  September 6, 2018 by Ian Russell