Leo Purcell, chief compliance officer, Richardson GMP Ltd. describes the steps his firm took to roll out social media services to its advisor team. He outlines which services advisors are allowed to use and why. He spoke with Fiona Collie at the TMX Broadcast Centre in Toronto.
New formal alliance will allow Richardson GMP advisors to gain full access to the products and services available through PPI
Watson appointed VP investment management and research
Andrew Marsh is overseeing the merger of two big names in the wealth-management business while striving to retain a boutique-like feel at year-old Richardson GMP
L’Espérance to help expand firm’s insurance capabilities
Productivity solution expanded to all advisors in 17 offices
Former executive chairman has been offered position on board, firm says
Marsh named CEO; Smith appointed chairman of the board
Partnership with Benefaction Foundation lets clients build a legacy of giving in a tax efficient manner