IG Wealth snagged a new director of business development, and more
Richardson Wealth sees top leadership shuffle, and more
Other industry veterans and groups are also shifting firms
A variety of moves occurred across the industry, including advisor team transitions
The bank's decision to split its personal and commercial banking divisions was one driver, as was simplifying work flows
Many leading women in the industry have taken on new roles
A mix of executives and advisors have landed at new firms
Support for both financial planning and succession planning by advisors remain areas of interest
Results were relatively consistent in this year's Report Card, but advisors at firms undergoing management shuffles expressed uncertainty
Methodology for the Brokerage Report Card 2024