Frank Ortencio of Ortencio Group is part of this year's WP Top 50 Advisors.
After $1.5 billion was handed out in the U.S., what would you advise a prospective client to do with their winnings? Tell us and win an exquisite Cross pen
High net worth clients are what most advisors strive for, and there’s one particular key to attracting and retaining their business
A new report revealing how different generations handle financial setbacks suggests advisors had better be good at handholding their younger clients
This first outing for the WP Awards cut a wide swath across the advisor channel, with winners in 21 categories drawn from across this country.
Independent wealth management firm uses robots to let real advisors focus on growing high net worth clients.
It may sound counterintuitive, but BC advisor Thane Stenner has methodically cut client numbers in order to grow his business.
It defies every stereotype about overly cautious Canadians, with clients increasingly pushing their advisors into a very uncomfortable and possibly dangerous situation.
Industry players across Canada will converge on Toronto to celebrate the kind of advisor and dealer excellence highlighted in today’s list of finalists for the WP Awards.
It’s arguably the award with the greatest impact on an advisor’s future book and here’s who’s in the running.