Newsroom
Company news
2024
Taxes – the only constant is change!
January 22, 2024 - Joelle Hall writes about changes to the alternative minimum tax and trust reporting within the Tax Act.
2024
For Richardson Wealth’s new COO, it’s about ‘doing amazing things’ for clients
January 24, 2024 - Dave Kelly shares how his decision to join Richardson Wealth as COO stemmed from three factors: our advisor-centric ethos, our strategy,…
2024
How Richardson Wealth is luring advisors with collaborative work environments
January 17, 2024 - Diana Orlic shares that while advisors often share investment strategies and operational insights that can help build each other’s business, at…
2024
“It’s clearly not an investment,” advisors weigh in on the impact of US bitcoin ETFs
Francis Sabourin ensures his clients are aware of the speculative nature of that market.
2024
How independent advisory firms are helping younger people get into the industry
January 11, 2024 - The Globe and Mail profiles Richardson Wealth and how we are developing young talent with a $25-million internal succession planning program…
2024
What can investors take from Boeing’s latest midair disaster
January 10, 2024 - How can advisors discuss the airline sector with clients? Francis Sabourin says advisors should look at the wider dynamics of the…
2024
The most promising investment sectors for 2024
January 10 2024 - Francis Sabourin shares 2024’s most promising market trends and investment opportunities.
2024
Dave Kelly takes on new COO role with Richardson Wealth
January 8, 2024 - As Dave Kelly looks to join our firm on January 15, he and CEO Kish Kapoor recently spoke with Investment Executive…
2024
Industry leader Dave Kelly appointed Chief Operating Officer of Richardson Wealth
RF Capital Group Inc. today announced Dave Kelly, an accomplished leader in the wealth management industry, has been appointed Chief Operating Officer of Richardson Wealth.