Advisor

Advisor confidential | Lori Livingstone Fallback Image Decorative pattern

Planning and Advice

Advisor confidential | Lori Livingstone

For income, I own investment-grade, high-yield U.S. and Canadian corporate bonds and a mix of five-year-reset preferred shares, including Enbridge, Brookfield Office Properties, Sun Life, Fairfax Financial Holdings and Canadian banks.

By Kanupriya Vashisht |May 7, 2013

2 min read

Advisor Group writer scores key nomination Fallback Image Decorative pattern

Industry

Advisor Group writer scores key nomination

Assistant editor Katie Keir has been nominated as Best New Journalist for the 2012 Kenneth R. Wilson Awards.

By Staff |May 3, 2013

1 min read

How to achieve success early Fallback Image Decorative pattern

Planning and Advice

How to achieve success early

80-hour weeks? No social life? Living in grandma's basement to make ends meet? Just the price of success, say four young advisors.

By Melissa Shin |April 30, 2013

6 min read

FINRA pulls BrokerCheck rule Fallback Image Decorative pattern

Industry

FINRA pulls BrokerCheck rule

FINRA has withdrawn its proposed rule with the SEC that would have required advisors using social media to post a link to BrokerCheck on social media sites.

By Staff |April 24, 2013

1 min read