Practice

Planning and Advice

Advisor confidential | Michael Leggatt

Title: Investment Counsellor, RBC PH&N Investment Counsel

By Kanupriya Vashisht |October 3, 2014

2 min read

Estate Planning

Advising clients with short careers

How to help ultra-high earners with short careers

By Dean DiSpalatro |October 3, 2014

9 min read

Planning and Advice

Make the most of your memory

Feeling forgetful? It’s not your fault—our brains weren’t designed for modern life.

By Staff |September 26, 2014

1 min read

Industry

Plan business owners’ successions

Business owners need to plan better for their successions.

By Staff |September 24, 2014

2 min read

Industry

Boutique firms should buy competition: IIAC

Alternatively, they should poach their customers. Here's why.

By Staff |September 24, 2014

2 min read

Industry

How tech is changing the way people work

More than half of Canadian workers rely on mobile technology to do their jobs effectively..

By Staff |September 24, 2014

1 min read

Your Business

CE Course: Compendium of Sustainable Withdrawal Rates, Part 2

Earn CE credits “Compendium of sustainable withdrawal rates, part 2” is eligible for CE credits, see Accreditation details for more information Course summary: Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates (SWR) for many different variables, asset allocation methods and withdrawal strategies. You must successfully complete the course, “Purpose-Driven Sustainable […]

September 24, 2014

9 min read

Industry