The BMO veteran will play an important role in recruiting talent, the firm said
Alex Catterick is taking on a newly created role, overseeing high-net-worth strategy in private markets
Adam & Company has £1.7 billion in discretionary assets
The firm offers to raise its takeover price "materially" and improve terms for advisor shareholders
Providing early guidance on goals and investing can help build your book
The firm’s third president in four years plans to improve advisor communication, support services
Last week, RF Capital said no to a $367-million takeover offer
Julie Burnham will handle strategic communications for Richardson Wealth
Firm manages US$4.7 billion for HNW clients
The proposal isn't in the best interests of the company's shareholders, advisors and clients, the firm said