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Company: Richardson Wealth

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Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

stock market data

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

  • April 28, 2023 April 28, 2023
  • 14:05
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