Independent wealth firms recruit advisors with promises of freedom, technology and growth

Globe & Mail
April 19, 2022.

When it comes to recruiting top advisors to independent advisory firms, it’s not just about the money but treating them as clients and partners, not employees.

That’s the message from Natalie Bisset, head of corporate development at Richardson Wealth Ltd. in Toronto.

“The majority of candidates we’re talking to right now, including advisor teams, are interested in having a voice in the decisions the firm makes and how they affect their clients,” she says.

*Globe Advisor subscription required.

Read more.

Related articles


Advisors welcome scrutiny on ESG funds but say there are still many challenges facing investors

December 20, 2022 - The heat is on environmental, social and governance (ESG) investing, with regulatory scrutiny growing over greenwashing and sustainability assurance providers beginning…

1 minute read


Why investors need to understand redemption freezes before getting into alternatives

December 15, 2022 - Ida Khajadourian shares that "under extreme circumstances, a fund might freeze redemptions, known as “gating” to prevent investors from pulling their…

1 minute read


‘It’s the people who make the difference'

December 8, 2022 - Why do advisors choose to join Richardson Wealth? For Michel St-Laurent, “it’s the people who make the difference," plus the freedom…

1 minute read