November 7, 2018 | Toronto
Barbara Foy-Pilchner, Managing Director, National Accounts, Manulife Asset Management
Erin Griffiths, Managing Director, Global Online Brokerage, Scotiabank
Across the Canadian wealth management landscape, investment dealers and asset managers are dealing with an unprecedented convergence of forces that is transforming the advice landscape. With rapid changes taking place on the product, demographic, technology, and regulatory fronts – not to mention fee pressure, industry consolidation, and heightened client expectations – both challenges and opportunities abound.