Joanna Rotenberg, head of wealth management at Toronto-based BMO Financial Group, has been named to head the $4.1 trillion personal investing division of Fidelity Investments, succeeding Kathy Murphy.
Earlier this year, Murphy announced her decision to step down from her role before the end of the year.
Rotenberg has led wealth management at BMO since 2016 and has been a member of its executive committee since joining the firm in 2010. Earlier, she was a partner at McKinsey & Co. and a leader in its North American financial services practice.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
