Company news
2024
2024
RF Capital announces record monthly AUA of $39.0 Billion for September 2024; CEO succession plan; and new advisor team
RF Capital Group reports record $39.0 billion in assets under administration (AUA) as of September 30, 2024 — a 10.7% increase since year-end.
2024
Sandwich Generation: Feeling the Squeeze
September 26, 2024 - Lynn MacNeil discusses how the “Sandwich Generation” is lasting longer, and emphasizes the importance of building a support team, particularly for…
2024
Why mentorship is crucial as more wealth advisors prepare to retire
September 25, 2024 - Christina Clement, Vice President of Practice Growth and Execution at Richardson Wealth shares the tremendous tangible benefits that mentorship offers.
2024
AI can help manage your money, but it can’t do it all
September 21, 2024 - Alexandra Horwood assesses the role of AI in the wealth management industry as a tool to take the first pass at…
2024
Balancing Act: Financial planning for women in the sandwich generation
September 26, 2024 - Richardson Wealth is proud to sponsor Balancing Act: Financial planning for women in the sandwich generation, a free virtual event presented…
2024
Patience is a virtue where returns are concerned
September 16, 2024 - Joelle Hall highlights that understanding your risk tolerance and focusing on long-term goals can help manage market ups and downs.
2024
Richardson Wealth secures high-growth advisor team in Southwestern Ontario
Richardson Wealth is pleased to announce that Ben Troiani, Portfolio Manager, Wealth Advisor, and Investment Advisor and Troiani Wealth Management, joined the firm.
2024
Wealth management firms racing to protect clients from online fraud
The Globe and MailSeptember 12, 2024. In an article with the Globe and Mail, Scott Stennett, Vice-Chair at Richardson Wealth, discusses the prevalence of phishing…
2024
Growth of private assets poses liquidity issues for estates, requiring careful planning
August 27, 2024 - In an article with the Globe and Mail, Andrew Feindel discusses how alternative investments create unique challenges for executors.