Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Richardson Wealth parent firm posted $5.3-million net loss in first quarter
Changes include new role for former Richardson Wealth CEO Andrew Marsh and Fiduciary Trust Canada has a new CEO
A team of former MD Financial advisors has emerged at Richardson Wealth
RF Capital CEO Kish Kapoor attributed the problems to technology issues, data transfer challenges and user training
There's higher demand for advisor coaching and consulting that can't be ignored
Changes include executive shifts at iA Financial Group related to wealth division
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
Richardson Wealth added three new advisor teams and lost one during a "challenging" quarter