Managing director says it’s important to salute advisor who has gone "above and beyond"
Poll reveals that owners are less confident of strong performance
The organization immediately becomes one of Canada's largest independent wealth firms
Why $1 billion real estate firm is opening itself up to retail investors
Regulators are being called out for 'kicking key decisions down the road'
Trusts can owe substantial sums when the time comes – a tax expert breaks down the options
The government has eliminated certain tax deductions for households, but there are still some left on the table
Clients must understand that underperformance is a reality even for outperforming funds
Sector is growing on strong operational performance
PwC report suggests things are heating up in Q2
CFA Institute-commissioned survey reveals attitudes to hiring advisors, faith in robos and when investors expect the next financial crisis