It’s arguably the award with the greatest impact on an advisor’s future book and here’s who’s in the running.
If an American advisor needs $1B in AUM to be considered “successful,” what must a Canadian professional have?
The second round of finalists for the Wealth Professional Awards brought to you by Invesco have been revealed – have you made the cut?
One of Canada’s top independent family offices took home the hardware last week winning a prestigious award at the 2015 Family Wealth Report Awards.
Your clients are inclined to place too many eggs in one basket, but a stock's dramatic collapse is offering a cautionary tale you can use to sell your expertise.
In the second of two parts, Pangea Private Family Offices CEO Declan Ramsaran follows Northland Wealth Management CEO Arthur Salzer’s comments from yesterday on CRM2. Advisors might want to pay attention.
Northland Wealth Management CEO Arthur Salzer and Pangea Private Family Offices CEO Declan Ramsaran talk turkey when it comes to CRM2. With our CRM2 issue out shortly, their remarks are timely and welcome.
WP's Top 50 advisors list is highlighting a regional divide among industry professionals, where the wealth of clients in one province is quickly eclipsing that of others. Are you in the right spot?
Last year’s list was so well received by advisors there was no choice but to do it again in 2015.
One of the world’s largest investment managers is pushing farther into socially responsible investing. Are advisors aware of their clients’ big-picture wishes?