Jean-Philippe Lemay explains why the firm added close to 80 years of industry experience with three key additions
Advisors are sounding off with support for new small business tax incentives, a way of invigorating an increasingly important client base now struggling to generate capital.
Police are confirming new Ponzi scheme charges against an industry player -- accused of stashing funds right under the nose of large financial institutions.
When a global financial services firm decides to host a “Twitter Q&A” what could possibly go wrong? Quite a lot it seems.
Key strategies to setting up a roster of referrals you can count on
Ruling published after almost three years of consultation with the CSA
All securities-related business must go through dealer, states bulletin
An Ontario court is upholding certification of a class action alleging a respected industry player may not have done enough to protect investors against a scam -- the move suggesting the courts are increasingly sympathetic to investor pleas.
How to convince people to recommend you
New stats show LGBT investors aren't seeking LGBT advisors
Series of pricey mutual funds expanded with lower management fees