In other news, two advisor teams joined Richardson Wealth's new Victoria-based office
Firms are puzzling out how to balance significant overhead costs with advisor support
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