Richardson Wealth – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 01 Aug 2024 19:45:59 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Richardson Wealth – Investment Executive https://www.investmentexecutive.com 32 32 Dave Kelly to take the reins at Richardson Wealth https://www.investmentexecutive.com/news/people/dave-kelly-to-take-the-reins-at-richardson-wealth/ Thu, 01 Aug 2024 19:24:57 +0000 https://www.investmentexecutive.com/?p=490356 Kish Kapoor steps down in October, will remain on boards of the brokerage and RF Capital

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]]> Richardson Wealth adds retention bonuses for advisors https://www.investmentexecutive.com/news/industry-news/richardson-wealth-adds-retention-bonuses-for-advisors/ Fri, 01 Mar 2024 20:34:14 +0000 https://www.investmentexecutive.com/?p=481378 The bonuses will total $15.2 million for advisors who stay until at least November 2026

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]]> Industry moves: Dave Kelly takes on new COO role with Richardson Wealth https://www.investmentexecutive.com/news/industry-news/industry-moves-dave-kelly-takes-on-new-coo-role-with-richardson-wealth/ Tue, 09 Jan 2024 21:43:24 +0000 https://www.investmentexecutive.com/?p=478283 Plus, new head of Fiera Canada, and IG Wealth focuses on recruitment

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]]> Firm hopes to support younger advisors through new practice financing program https://www.investmentexecutive.com/building-your-business/practice-management/firm-hopes-to-support-younger-advisors-through-new-practice-financing-program/ Tue, 20 Jun 2023 10:00:14 +0000 https://www.investmentexecutive.com/?p=467297 Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

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]]> RF Capital to focus on recruiting, M&A to boost growth https://www.investmentexecutive.com/news/industry-news/rf-capital-to-focus-on-recruiting-ma-to-boost-growth/ Thu, 04 May 2023 20:30:33 +0000 https://www.investmentexecutive.com/?p=464967 Richardson Wealth parent firm posted $5.3-million net loss in first quarter

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]]> Industry moves this week https://www.investmentexecutive.com/news/people/industry-moves-this-week-33/ Fri, 28 Apr 2023 18:05:06 +0000 https://www.investmentexecutive.com/?p=464588 Changes include new role for former Richardson Wealth CEO Andrew Marsh and Fiduciary Trust Canada has a new CEO

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]]> Industry moves this week https://www.investmentexecutive.com/news/people/industry-moves-this-week-31/ Thu, 09 Mar 2023 19:55:33 +0000 https://www.investmentexecutive.com/?p=461798 A team of former MD Financial advisors has emerged at Richardson Wealth

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]]> Richardson Wealth struggles with back-office tech transition https://www.investmentexecutive.com/news/industry-news/richardson-wealth-struggles-with-back-office-tech-transition/ Fri, 03 Mar 2023 22:08:15 +0000 https://www.investmentexecutive.com/?p=461434 RF Capital CEO Kish Kapoor attributed the problems to technology issues, data transfer challenges and user training

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]]> Advisor business support growing across Canada’s wealth firms https://www.investmentexecutive.com/news/industry-news/advisor-business-support-growing-across-canadas-wealth-firms/ Thu, 24 Nov 2022 14:00:41 +0000 https://www.investmentexecutive.com/?p=455637 There's higher demand for advisor coaching and consulting that can't be ignored

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]]> Industry moves this week https://www.investmentexecutive.com/news/people/industry-moves-this-week-20/ Fri, 18 Nov 2022 16:55:54 +0000 https://www.investmentexecutive.com/?p=455953 Changes include executive shifts at iA Financial Group related to wealth division

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