Last week, RF Capital said no to a $367-million takeover offer
Julie Burnham will handle strategic communications for Richardson Wealth
Firm manages US$4.7 billion for HNW clients
The proposal isn't in the best interests of the company's shareholders, advisors and clients, the firm said
New York-based RIA manages more than US$2.5 billion
The firm's assets under administration totalled $30.3 billion at the end of last year
Competition ramps up between big banks, retail brokers
The bank’s wealth management division saw a significant year-over-year increase in AUM
Marsh has led the brokerage since 2010
IG Wealth Management and Mackenzie Investments recorded record-high asset levels