Industry

Raymond James targets advisors, market share with digital transformation Raymond James targets advisors, market share with digital transformation

Industry

Raymond James targets advisors, market share with digital transformation

Canadian division of U.S.-based firm partners with FNZ for end-to-end, AI-enabled wealth platform

By Michelle Schriver |June 25, 2025

4 min read

Industry moves this week Industry moves this week

Industry

Industry moves this week

New appointments at CI Financial and Odlum Brown, plus an addition at Wellington-Altus Private Wealth

By Alisha Hiyate |June 23, 2025

2 min read

Three lessons from Canadian family offices Three lessons from Canadian family offices

Industry

Three lessons from Canadian family offices

Despite continued weakness on the M&A front, Canada’s family offices are wading back in

By Kevin Press |June 20, 2025

2 min read

Deals: Sagard is taking Lorne Park private Deals: Sagard is taking Lorne Park private

Industry

Deals: Sagard is taking Lorne Park private

Plus, Navacord Vanta Life launched and Oxford buys office space in Western Canada

By Staff |June 20, 2025

3 min read

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