Advisor

Planning and Advice

Lessons from family offices

Top advisors on when to do value-added tasks yourself

By Jessica Bruno |March 4, 2016

10 min read

Industry

RBC just became North America’s 5th-largest bank. What’s in store for its advisors?

They're big for a reason -- and they want to get bigger.

By Jessica Bruno |February 19, 2016

4 min read

Industry

Best execution proposal would level field, increase obligations

In December, IIROC published proposals that would “consolidate the best execution requirements in Universal Market Integrity Rules and Dealer Member Rulebook requirements for fair pricing of over-the-counter securities into a single dealer member rule respecting best execution.”

February 19, 2016

5 min read

Planning and Advice

What’s the most useful designation you’ve gotten?

Nick Bakish director of wealth management, Richardson GMP, Montreal Designations: CFA, CLU, TEP, Fin. Pl., FCSI The gold standard is the CFA. It’s internationally recognized and requires the most study. The designation gives me a framework to evaluate pricing for various securities, so I can employ an appropriate investment strategy. For example, understanding pricing models, […]

February 5, 2016

2 min read