Advisor.ca
June 30, 2025.
Nevin Chernick, Senior Portfolio Manager at Richardson Wealth, shares how he worked with the firm to create a succession plan without a rigid date while remaining involved in a lesser and lesser capacity.
He emphasizes the value of finding successors with complementary skill sets and giving them prominent front and centre roles with clients.
2025
Quebec’s iA Financial scoops up independent wealth manager RF Capital
July 28, 2025 - Dave Kelly: iA will allow the company to “unlock powerful opportunities across technology, product innovation, and operational scale — enhancing the…
2025
iA Financial Corporation to acquire RF Capital Group Inc.
iA Financial Corporation Inc. and RF Capital Group Inc. announced today that they have entered into a definitive agreement, pursuant to which iA will acquire…
2025
What advisors need to know before adopting SMAs and UMAs
July 21, 2025 - Susan O’Brien explains how separately managed accounts and unified managed accounts can allow advisors to delegate security selection while managing overall…