Home Richardson Wealth

Company: Richardson Wealth

85 results found
man opening curtain to reveal something

A team of former MD Financial advisors has emerged at Richardson Wealth

Hi-tech technological background with numbers and calculations

RF Capital CEO Kish Kapoor attributed the problems to technology issues, data transfer challenges and user training

growth in challenging times

There's higher demand for advisor coaching and consulting that can't be ignored

  • By: Katie Keir
  • November 24, 2022 November 24, 2022
  • 09:00
change direction

Changes include executive shifts at iA Financial Group related to wealth division

  • By: Katie Keir
  • November 18, 2022 November 18, 2022
  • 11:55
bull and bear stock market

Interest and insurance revenue rose, corporate finance revenue dropped, fee revenue remained flat


From leadership restructuring to the creation of a new role, it's a busy start to the fall

  • By: Katie Keir
  • September 22, 2022 September 22, 2022
  • 15:07
stock market down

Richardson Wealth added three new advisor teams and lost one during a "challenging" quarter

Super hero male businessman pop art illustration new employee star appointment notice

Investors are looking for bright spots after April showers

Digital design economic Stock market chart

Recruiting pipeline to Richardson Wealth, other independents, remains "very strong", Kish Kapoor says

Financial accounting business sheet calculator

Richardson Wealth's advisory teams had average AUA of $218 million in Q3

  • By: IE Staff
  • November 5, 2021 November 5, 2021
  • 15:35