Two wealth groups left Richardson Wealth, plus other notable moves across financial services
Multiple industry veterans made changes, plus Richardson Wealth's John Horwood retired
Retirements sparked changes across some firms
Approval came nine months after the firm filed its initial application
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
Firms in the brokerage channel were rated highest in most Report Card categories, but advisors still cited ways to improve
With the vast majority of advisors focused on planning, firms must continue investing in that area
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