Raymond James

What steps can you take to prepare clients for vulnerable old age?

'Aging specialist' walks you through the process – and offers to help if it's too daunting

Succession-planning platform offers U.S. giant 'a way to scale'

Canadian wealthtech platform seals its biggest deal with white-label solution for thousands of advisors

Advisor hails ease of transition from BMO to Raymond James

Former VP at one of Canada's big banks revels in transition to independent, bouncing back to $300 million in AUM within four weeks

d1g1t inks key partnership with Raymond James

Strategic agreement affirms wealthtech provider’s unique tools and capabilities

5-Star Advisors

We spotlight 35 talented advisors who are raising the bar for clients in Eastern Canada and Ontario

How are you financially preparing your clients for vulnerable old age?

Our new long-term care series begins with an advisor explaining how she spent $700,000 to help her "financially-prepared" parents live with dignity in their final years

Rising Stars 2021

WP names 38 of the most exciting up-and-coming young professionals in Canada’s wealth management industry

Advisors must listen more to women dealing with death or divorce

Finance professionals have to show emotional intelligence to work with clients when they’re at their lowest point, says advisor

After 27 years at BMO Nesbitt Burns, advisor settles into Richardson Wealth role

Conlin left BMO as managing director and senior vice-president to fulfill a decade-long interest in becoming an independent

Why re-energising staff is next big task for advisors

Darren Coleman, of Raymond James, on remote-working fatigue, how the adaptable thrived and why he started a YouTube series – with his dog