The BMO veteran will play an important role in recruiting talent, the firm said
The firm offers to raise its takeover price "materially" and improve terms for advisor shareholders
The firm’s third president in four years plans to improve advisor communication, support services
The deal will accelerate Mogo's move into the investment space
Last week, RF Capital said no to a $367-million takeover offer
FINRA found that isolation can impact decision-making, including when it comes to finances
The addition comes as the firm seeks a tie-up with RF Capital
Julie Burnham will handle strategic communications for Richardson Wealth
New private pools include alternative and low-volatility strategies
The firm manages US$4.7 billion for HNW clients