RBC Dominion Securities

'The more money a family has, the more complicated estate planning will be'

King Charles III may not have to pay inheritance tax, but Queen's passing a reminder to update clients' plans

Ontario CA grants discretionary bonus to terminated fund managers

Discretionary bonus carries an implied condition, court stresses

'This is something we wake up every day for … charity is the goal'

For Charitable Impact founder and CEO, inaugural awards ceremony represents a way to celebrate giving in the wealth industry

Divulge owners of 97 offshore accounts, Royal Bank told

Disparity between number of accounts tagged in 2016 leak and those in CRA action raises questions

Canada's financial firms need to boost customer emotions

New research from Forrester shows the financial services sector is leading the growth in better experiences for customers, but it’s not all good news

5-Star Advisory Teams 2022

Through holistic financial planning, technological innovation, and emotional support, these teams represent the best the industry has to offer

How wealth technology is helping advisors get off the grid

Managing partner discusses industry developments that have lowered barriers to advisor independence

WP reveals its 5-Star Leading Women in Wealth

It's time to recognize and celebrate the female wealth professionals who are making a difference to our industry

5-Star Leading Women in Wealth

Wealth Professional spotlights 50 women who tackled the turbulent climate of the wealth industry in 2021 – and really made their mark

How RBC partnership is helping advisors and clients prepare for aging

About 25% of Canada’s population will be over 65 in a decade. What are you doing to help them plan ahead?