Hefty retention bonuses now come with vested stock options
For some advisors, this could be the fourth acquisition in a little more than 10 years
Amid tough times for firms, Richardson GMP buys Macquarie
Andrew Marsh, president and CEO of Toronto-based Richardson GMP Ltd., discusses his firm’s recent acquisition of Macquarie Private Wealth. Marsh explains the scale of the bigger company, the strategy for the merger going forward and the firm’s positioning in the independent channel. He spoke to Clare O’Hara, staff reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
Once the transaction is completed, Richardson GMP will have $28 billion in assets under administration
Strategic relationship will allow Richardson GMP and Dynasty Financial to offer cross-border wealth management services
Family office advisors find steady returns for HNW clients
After 25 years and several moves, Dean Bowe has an impressive client-retention record - some of his clients have been with him since Day 1. The key to maintaining that loyalty, he says, is to never lose focus on the client
New shareholder liquidity process driven by consensus
Richardson GMP becomes the first firm in Canada to be certified for fiduciary excellence