The firm is alleged to have wrongfully dismissed two former advisors who were promoted to regional director roles
Partnership fills gap left after GMP Capital sold capital markets unit in 2019
Covid-19 hasn’t thwarted wealth management firms’ efforts to attract new talent
Advisory firms were forced to act quickly to deploy their business continuity plans and adapt to the challenges posed by Covid-19
Hudson brings 25 years of experience to the role
The firm has now acquired an interest in four RIAs with total assets of US$6.6 billion
Pandemic uncertainty combined with a shift to passive investing will pressure banks
Sean O’Brien replaces Carl Mustos, who has left the company
The new “hybrid” platform will offer DIY investing, wealth management and financial planning services
Canaccord Genuity has been selected as Morgan Stanley’s platform provider