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Industry moves: Dave Kelly takes on new COO role with Richardson Wealth

Plus, new head of Fiera Canada, and IG Wealth focuses on recruitment ....

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Globe Advisor's Best of 2023: Big trends redefining the investment industry

A new self-regulatory organization, increasing complexity in financial planning, and the continued adoption of technology to drive productivity gains were issues of discussion in 2023 ....

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How financial advisors should respond to cyberattacks

Knowing the right thing to do in advance will minimize damage ....

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Why top-performing advisor teams are hiring more certified financial planners

Some advisors say they are shifting their hiring strategies as clients increasingly seek financial advice and planning support for a wide range of life concerns ....

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IPOs offer tempting returns, but is now the right time to invest?

It’s often best to buy an investment when everyone else isn’t focused on it and bidding it up to irrational heights, advisors say ....

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