Croesus in the Forefront of Technology

17 June 2011 

Monique Gravel, managing director and head of CIBC Wood Gundy Inc., enthusiastically reports on the firm’s scores in the 2011 Brokerage Report Card, focusing on technology. She emphasizes on the huge change in this area. In 2010, CIBC Wood Gundy … Continue reading

Croesus and Mobility

16 June 2011 

Investment Executive emphasizes on mobility as a growing factor with financial advisors. The 2011 Brokerage Report Card reveals that advisors were most satisfied with the firms that provide both solid desktop technology and the tools necessary for increased mobility. The … Continue reading