iA Private Wealth

Julie Gallagher named new Richardson Wealth CEO

Julie Gallagher named new Richardson Wealth CEO

Gallagher will oversee Richardson rebrand under iA Financial

By Alisha Hiyate |March 10, 2026

4 min read

Industry moves: IA Private Wealth lands $1.5B ScotiaMcLeod advisory

Industry moves: IA Private Wealth lands $1.5B ScotiaMcLeod advisory

Plus, Scotia wins BMO advisor and appointments at Westcourt Capital, Montrusco Bolton and more

By Alisha Hiyate |February 23, 2026

3 min read

If your firm won’t advise them, who will?

If your firm won’t advise them, who will?

Firms that penalize advisors for serving clients with low levels of investable assets have lost sight of the industry's purpose

By Kevin Press |June 13, 2025

3 min read