Referrals are key for getting startup firms off the ground
Revised agreement between a rep and his former firm was valid: decision
Big investments in wealth management to continue, Canaccord Genuity Corp. CEO says
Court rules promissory note between rep and firm is enforceable
Richardson Wealth parent firm posted $5.3-million net loss in first quarter
CI Financial Corp. is taking a “centralized” approach to advisor recruitment, in part to avoid having its CI Assante Wealth Management and Aligned Capital Partners businesses compete against each other. “As opposed to Assante looking for advisors to recruit, Aligned looking for advisors to recruit, [and] sometimes bumping into one another, now [we’re] having just […]
Recruiting pipeline to Richardson Wealth, other independents, remains "very strong", Kish Kapoor says
CEO says prioritizing work from home will help attract talent
The approach helps businesses uncover talent and removes many false preconceptions recruiters form
Three firms set out to change their typical advisor force with new recruitment strategies