The firm also hopes to reach 25% women advisors by 2025
The SRO also updated its exam timeline for mutual fund dealers
Newsmaker: With Dave Kelly as chief operating officer, Richardson Wealth aims to reach $100 billion in AUA and 50% women advisors over the next few years
Allyship can involve creating opportunities and sharing the accomplishments of others
Firm said the move supports its goal of doubling AUM and increasing market share to 10%
Analysis from Morningstar Direct also found that 2023 was the best year for Canadian sustainable fund performance relative to peers
The rare occurrence can affect eligibility for registered plans, but there’s relief for temporary situations
Over time, the bank intends to reduce its controlling stake
Meghan Meger announces her retirement as Maarten Jansen, Craig Meeds and Martha Moen join the firm
Longtime president and CEO alleges he was let go without notice