Raymond James

Independent firm adds new advisor talent to its roster

Two practices bring with them combined assets of $335 million

Full-service wealth firms failing to provide true comprehensive advice

Only a small percentage of investors in Canada receive holistic and comprehensive financial advice, finds J.D. Power

What clients need to know when buying U.S. property

Portfolio manager runs the rule over mortgage issues, state rules, and tax implications

Why inflation's impact on retirees is keeping PM up at night

Mehendi Kamani, of Tall Oak Private Wealth, Raymond James, explains his solution to the problem

5-Star Advisors (Ontario & Eastern Canada) 2022

WP recognizes 35 financial professionals who have distinguished themselves through outstanding client service

d1g1t welcomes three senior leaders to their top roster

Toronto-based wealth management platform expects to continue rapid growth beyond 2022 with latest addition of experts

Do you know enough about cross-border issues to advise clients?

How specialist knowledge is now required to guide clients through this quagmire

d1g1t inks partnership with National Bank custodial subsidiary

Agreement with major provider of services to independent dealers represents latest step in growth trajectory

Why couples should love money management as much as each other

Portfolio manager reveals her Valentine's Day advice to clients in a relationship

It's an 'absolute outrage' banks are putting themselves ahead of clients, says portfolio manager

Advisor says he's concerned the average Canadian investor won't even notice product shelves are being reduced