Newsroom
Company news
2022
Giving while you’re living and other options for the huge $30-trillion intergenerational wealth transfer
April 13, 2022 - Alexandra Horwood discusses why the best way to transfer wealth is from financial literacy, open discussion and honest communication.
2022
What advisors are saying about the proposed FHSA
April 11, 2022 - Ty Cooke, Wealth Advisor with Orlic Harding Cooke Wealth Management Group, discusses the newly announced tax-free first home savings account.
2022
Immediate financing arrangements that leverage permanent life insurance policies grow in popularity
April 7, 2022 - Jeff Fray discusses with Globe Advisor on how insurance can be a strategic wealth generation product advisors can recommend to clients.
2022
Rollercoaster or rolling with the punches
March 7, 2022 - Joelle Hall discusses how wealth advisors can help investors accumulate wealth, even during uncertain times.
2022
Looking to diversify away from fixed-income volatility?
March 1, 2022 - Francis Sabourin discusses with Wealth Professional about how advisors’ use of alternatives is rising & why he expects to see more.
2022
Buy the dip no more? Investors brace for rotation
March 1, 2022 - Our research team reviews market volatility & what to expect moving forward in this article from Investment Executive.
2022
Is the stage set for women advisors?
January 18, 2022 - Kathy McMillan discusses with Wealth Professional on why she feels women are well-suited for the wealth management space.
2021
Richardson Wealth Female Leadership
December 20, 2021 - Richardson Wealth is proud of the number of women it employs in senior leadership roles, with over 30 women now working…
2021
How investors can maximize both their financial and emotional returns
December 3, 2021 - Wilma Larratt-Smith explains how investors can maximize their financial and emotional returns while managing risk.