Jean-Philippe Lemay explains why the firm added close to 80 years of industry experience with three key additions
A survey of 800 financial advisors is yielding a top five list of New Year’s resolutions, all set to grow business in 2014 assuming, of course, you keep them.
The OSC's advisory panel pushes for Canada to emulate international regulators where it claims the industry is growing and advisor proficiency is improving.
Is advisor behaviour being driven by compensation plans laid out by the firms they work for?
Find a way to wrap up your services this holiday season to line up those clients in the new year.
The office Christmas party is the perfect opportunity to find out all you DIDN'T want to know about you colleagues.
Court decision clarifies industry question as to whether companies representing independent advisors are responsible for their actions.
CSA sits on the fence about new regulations, deciding to continue its consultations instead.
Implementing global standards will make the necessary reforms to OTC derivatives, in line with G-20 commitments.
Sending a seasons greeting to your clients can be the finishing touch to a successful year’s relationship building, but get it wrong and you could undo all that hard work. Here are some top Yuletide tips.
"Investor stakeholders" are calling for a sea-change in advisor accountability, according to a consultation update from the CSA, released Tuesday.