Raymond James has the necessary organizational capacity to handle hairy U.S.-Canada transactions.
A new wealth-manager accreditation - imported from Europe and offered by the CSI - will give Canadian advisors greater access to high-net worth clients.
Faces Behind the Letters campaign showcases Canada's top financial services talent
Ontario Securities Commission may decide on what exactly it means to be an "advisor" or "planner." There's growing consensus that something must be done; but a pathway to reform may be difficult.