Szeto has moved his practice over from BMO Nesbitt Burns, where his team managed a $370-million book
Three firms set out to change their typical advisor force with new recruitment strategies
Many firms have new targets and strategies, but real change will take time
The brokerage's investment in technology is a key part of its new growth strategy
Christina Clement is the latest addition to the rebranded firm
Boomers are using permanent life insurance to leave a multigenerational legacy
The swap is effective June 14, with outgoing leader Dave Kelly providing guidance until September
Clients looking to transfer assets to another firm will typically move one-third of their assets
Former leader Chris Reynolds will transition to a new executive chair role on July 1
The firm said it will continue to focus on recruitment and organic growth