A report examines how financial planners can connect with the next generation of investors
Richardson Wealth's advisory teams had average AUA of $218 million in Q3
The firm also announced a plan to buy back up to 39 million shares
The Detroit- and New York-based firm is CI's latest U.S. acquisition
Firm says investments from Jessiman Family Investments and the Cynosure Group will go toward advisor incentive offers and acquisitions
As taxes on the wealthy increase, strategies such as diversifying income sources and income splitting can be beneficial
Sascha Isaacs joins the firm from CI Financial
Kevin Headland and Macan Nia assume the roles immediately, following Philip Petursson's departure
Effective Nov. 1, Geoff Newton will take on the newly created role at BMO Private Wealth
Kevin Burkett said advisors starting a firm should ditch a defined plan and be open to input instead