Multiple industry veterans made changes, plus Richardson Wealth's John Horwood retired
Retirements sparked changes across some firms
New partnerships and integrations are making financial advice more efficient and client-focused
Approval came nine months after the firm filed its initial application
Margin pressures, slowing loan growth and rising capital demands to continue
How advisors across the financial industry rated their channels, based on average firm results
Methodology for the 2023 Report Card series research
Just as older clients' needs vary, so too do advisors' techniques and priorities across each industry channel
Laurentian Bank has announced further executive shifts following its leadership change earlier this month
Industry watchdogs can't "sit in an ivory tower" as they push for industry change, said Stan Magidson