Sofistic.AI appoints Christopher Baron as Chief Executive Officer, Denis Gauthier transitions to Co-Chair of the Board, and Étienne Veilleux, previously Chairman, moves to Executive Chair.
Sofistic.AI is now deployed across advisor teams at National Bank Financial – Wealth Management to support a holistic, technology-enabled advisory experience.
New rules will require advisors to show clients the full dollar cost of their advice.
See what it looks like on your own book.
