Wealth Professional 5.07

Wealth Professional 5.07

Wealth Professional 5.07 Certification Survey 2017
Which designations are most valuable in order to succeed in wealth management in 2017? Advisors offered their opinions in Wealth Professional Canada’s annual Certification Survey

A veteran presence
David Little of Little Wealth Management Group reflects on how the advisory business has evolved during his three decades in the industry

Leading BDMs and Wholesalers
Canada’s top business development managers and wholesalers share about how the investment industry is evolving and their role in that change

Autonomy a priority for advisors
A new poll from Wealth Professional Canada reveals that many financial planners strive for independence and harbour major concerns about increased regulation

Specialist advice
Mark McNulty, president of the McNulty Group, reveals how he built his business by zeroing in on a single group of professionals

Learning never ceases
Whether MFDA- or IIROC-licensed, advisors increasingly need additional credentials to further their career

Follow the institutional money
Sentry InvestmentsJames Dutkiewicz discusses how individual investors can adopt a strategy like the huge public pension plans