RBC Wealth Management

• A Disciplined Approach

  By Robert Tyndall  |  March 26, 2012

  This month’s cover story (“Pursuing Simplicity”) discusses a renewed emphasis on focus and organization on the part of financial advisors in managing their practices.

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  Pursuing Simplicity

  By Ellen Uzelac  |  March 26, 2012

  The financial advisor’s job has never been more complex. But in a departure from traditional thinking, business development leaders are urging advisors to do something that seems almost counterintuitive: Keep it simple.

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  New Hire Roundup: Wyderko Named President, CEO of Mutual Fund Directors Forum

  By Marlene Y. Satter, AdvisorOne  |  October 20, 2011

  This week in new hires, Susan Ferris Wyderko was named president and CEO of the Mutual Fund Directors Forum and Lisa Resnick became senior VP of retail distribution at Genworth Financial.

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  Top 4 Dodd-Frank Concerns as Law Enters Second Year

  By Melanie Waddell, AdvisorOne  |  July 21, 2011

  For advisors, four issues will take the spotlight as the Dodd-Frank reform bill enters its second year—fiduciary duty, an SRO for advisors, harmonization, and adequate funding for the SEC.

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  SIFMA Dodd-Frank Forum: Execs Surmise Outcome of Fiduciary Rule

  By Melanie Waddell, AdvisorOne  |  July 13, 2011

  July 21 not only marks the one-year anniversary of the passage of the Dodd-Frank Act, but it’s also the date when the SEC will turn its attention to creating a fiduciary duty rule for brokers.

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  Web-Based ‘YouTube’ for Advisors Launches via RBC Wealth Management

  By Joyce Hanson, AdvisorOne  |  June 16, 2011

  RBC Wealth Management has launched a new web-based media platform that acts as a kind of YouTube for financial advisors.

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  Keats, Connelly Names RBC Advisor Services as 'Custodian of Choice'

  By James J. Green, AdvisorOne  |  February 23, 2011

  The Arizona and Florida-based fee-only RIA firm with $265 million under advisement says mostly new client assets will be custodied at RBC.

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  RBC Wealth Names Catie Tobin to Run BD Clearing, RIA Custody Operation

  By James J. Green, AdvisorOne  |  November 1, 2010

  RBC Wealth Management announced Tuesday that Mike Kavanagh, chief administrative officer and head of RBC Correspondent and Advisor Services, will retire and be replaced by Catie Tobin.

• The Intelligent Investor

  By Ellen Uzelac  |  July 1, 2008

  As a contrarian investor, advisor John P. Elwood has carved out a niche turning long-term losers into winners. Now in his 40th year in the...