The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities
Newly appointed executives will zero in on tax and retirement planning, intergenerational wealth transfer and social responsibility
The smaller the firm, the higher the impact of women directors on financial metrics
Amid “lightning fast” industry transformation, Laura Paglia looks to deal with issues such as technology, regulation and ESG
Tashia Batstone will lead the organization as title regulation takes effect
The pandemic showcased the importance of strong leadership
A new report suggests small- and mid-cap companies have some catching up to do
Wealthica appointed wealth management veteran Eric Lemieux as chief revenue officer
Only 18.1% of director seats were held by women in 2017
Svein Andresen, who currently fills the role, will be leaving the job at the end of the year