Technology has changed the game for financial advisors. WPC takes a closer look at six of the tech tools advisors have at their disposal to help improve their efficiency and add value
The 25 up-and-comers on this year’s list offer their thoughts on where the industry is headed – and how they’re going to get it the
From mutual funds to whisky, an insider’s look at the next big things in alternative investments – and advice for adding them to clients’ portfolios
The financial industry still has a significant gender gap, but these 42 women are helping to close it
Wealth Professional highlights the 50 Canadian financial advisors who had a banner year
The second-annual Wealth Professional Lifestyle Survey shows advisors are starting to find a better work-life balance
Find out how this year’s top offices are managing to thrive in the most competitive landscape
In the midst of an uncertain economic climate, which providers still managed to shine?
Advisors weigh in on which designations you really need to compete in today's marketplace.