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Company: Richardson Wealth

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announcement

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

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Investors are looking for bright spots after April showers

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

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

  • By: IE Staff
  • November 5, 2021 November 5, 2021
  • 15:35
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Sascha Isaacs joins the firm from CI Financial

  • By: IE Staff
  • October 25, 2021 October 25, 2021
  • 15:02
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Investors will also need to watch how wage pressure cuts into profits

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Manjuris provided "valued advice," the firm said, but the planned growth strategy remains "actionable"

  • By: Katie Keir
  • October 8, 2021 October 8, 2021
  • 11:56
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Natalie Bisset will spearhead recruitment initiatives, strategic partnerships and acquisitions

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The platform will provide custody, clearing and trade settlement services