CIRO moving ahead with plans for advisor incorporation, but progress may be slow

The Globe and Mail
May 15, 2025.

Dave Kelly, President and CEO of Richardson Wealth, says the firm is “very supportive and also pleased CIRO is advancing [advisor incorporation].”

In its submission, Richardson Wealth recommended the enhanced directed commission approach as an interim step to “level the playing field as quickly as possible” while longer-term changes are underway.

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