Raymond James foresees hitting $100B in a few years

The firm also hopes to reach 25% women advisors by 2025

By Melissa Shin |March 18, 2024

3 min read

When clients ignore your out-of-office message

Many advisors leave detailed out-of-office instructions for their clients. That’s not to say clients are following them

By Allan Janssen |March 15, 2024

4 min read

Industry moves this week

A variety of changes occurred across several industry areas

By Katie Keir |March 18, 2024

2 min read

Handling corporate proxy fights

When activist investors and boards go to battle, focus on your clients’ interests

By Mark Rosen |March 14, 2024

3 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Partner Reports

Navigating the Future with Skyline Apartment REIT

Explore Skyline Apartment REIT, a private alternative investment that is anchored in 100% Canadian multi-residential assets, offering income potential and historically stable performance.

Gold as a popular hedge against geopolitical, economic uncertainty

New products, platform allow easy access to the precious metal

By Jonathan Got |March 15, 2024

2 min read

CRA extends relief for bare trust returns

Agency says it won’t apply gross negligence penalties for non-filing of 2023 bare trust returns except in “egregious cases”

By Rudy Mezzetta |March 13, 2024

5 min read

Tech roundup: Webull app offers interest on uninvested cash

Also, Koyfin data platform now includes Canadian mutual funds

By Jonathan Got |March 18, 2024

2 min read

CFRs, CE and cybersecurity among CIRO’s priorities

The SRO also updated its exam timeline for mutual fund dealers

By Melissa Shin |March 13, 2024

3 min read

CRA updates guidance on underused housing tax

The update comes even though proposed changes to the UHT remain unenacted

By Rudy Mezzetta |March 12, 2024

3 min read

How to protect pets in estate planning

Without a plan, a pet could be abandoned or go to an unintended guardian

By Michael McKiernan |March 7, 2024

4 min read