Practice

My Best Event: Striking the right chord

Not many advisors can call Jim Cuddy of the country rock band Blue Rodeo their warm-up act. Rob Campbell can.

By Stuart Foxman |October 1, 2013

2 min read

Diversify your network

Your network probably includes advisors and professionals who share your investment and client service philosophy. While it’s easier to meet and connect with these people, there’s one big drawback.

By Brynna Leslie |October 1, 2013

3 min read

Advisor confidential: Nancy Bertrand

Title: Director, Citi Private Bank

By Kanupriya Vashisht |October 1, 2013

2 min read

Most investors support embedded fee model

Few would stay with advisors if direct-payment model raised fees.

By Staff |September 30, 2013

1 min read