Investment Executive
June 30, 2025.
When it comes to a sudden influx of wealth, Kathy McMillan, Senior Wealth Advisor at Richardson Wealth, explains that advisors must be prepared to listen, be patient and put the person before the investment plan.
“Build a relationship, understand what’s important to them and help them achieve it. The investments should be helping them achieve their goals, not be [just] about investing money and gaining returns in isolation.”
2025
A roadmap for engaging clients’ children and managing intergenerational wealth
November 17, 2025 - Susan O'Brien emphasizes the value of relationships and intergenerational planning for clients and their children while roadmapping for financial success.
2025
Women entrepreneurs, wealth, and the value of advice
October 10, 2025 - Turning a dream of entrepreneurship into reality helps many women take control of their careers, but it also means navigating complex…
2025
How one advisor weaves volatility offsets into client portfolios
October 7, 2025 - Francis Sabourin shares how he is adding a third wheel to his traditional mix of bonds and equities bicycle – made…