Raymond James Financial

Globe Advisor’s Best of 2021: Making a difference through wealth planning

Some lucky people retired early during the pandemic. How did they structure their finances?

Can an algorithmic advisor-successor match translate to face-to-face chemistry in succession planning?

Who do advisors turn to for their own financial plans?

Tourmaline Oil’s big rally now comes with a bonus: A big dividend

Monday’s analyst upgrades and downgrades

Biden tax proposals could have a significant impact on U.S. persons in Canada

Canadian Pacific Railway profit tops estimates on robust freight volumes

Biden push for competition draws concerns for Canadian National takeover of Kansas City Southern

Advisors who switch firms must do so carefully and strategically

Succession planning still a big issue in financial advice industry, study finds

Are tablets still attractive and useful productivity tools for advisors?

Three ETFs to play the resurgence in copper prices

B.C.’s Eupraxia Pharmaceuticals sees lacklustre trading debut

Telemedicine company Mednow to list on TSX Venture Exchange

Four ETFs to play rising uranium prices

Globe Advisor’s Best of 2020: Top 10 articles on holistic financial advice

With so much cash sitting on the sidelines, when – and how – should investors get back in?

Financial services firms, advisors navigating a cautious reopening

Advisors can help career changers navigate financial minefields

How advisors’ charitable involvement can strengthen client relationships

Why COVID-19 is leading to stress and ‘mental depletion’ among advisors

The post-lockdown divorce: How advisors are helping Canadians navigate separation proceedings

Monday’s analyst upgrades and downgrades

What can snowbirds do with their U.S. vacation property during the pandemic?

‘Sheer need’ forces advisors to embrace technology

Monday’s analyst upgrades and downgrades

Advisors and their clients find renewed value in the telephone

How advisors are helping clients with estate-planning discussions

Investment dealers’ recruitment efforts go virtual

Raymond James acquires Canadian trust company, plans estate-planning division

Working remotely offers opportunities and challenges for advisors and their teams

Could regulatory review open door to advisor incorporation?

How ETFs have reshaped the financial services business

Why becoming tech-savvy is a must for advisors

Why leveraging podcasts makes sense for advisors