AUM Law’s William (Bill) Donegan will be participating as a moderator on the Advice Panel at the Investment Funds Institute of Canada (IFIC) Annual Leadership Conference on October 5. The Advice Panel “will consider the factors reshaping advice and wealth management today, including the influence of regulation and the new SRO, new technologies, the rise of ESG investing and the challenges and opportunities posed by demographic changes.” To register for the event, please click here, or contact us with any questions or for more details.

August 31, 2023