Wednesday, September 23, 2009
RBC Capital Markets: Embracing Technology Integration
Two years ago, RBC Correspondent Services and RBC Advisor Services, wealth management units of Minneapolis-based RBC Capital Markets, faced a strategic dilemma.
The divisions support advice-giving financial consultants, brokers and registered investment advisors (RIAs). Technology is critical to these advisors, whose success depends on charting and executing a course of action for their clients, explaining it simply and effectively, and tracking its progress...
Financial Planning: RBC Capital Markets: Embracing Technology Integration
The divisions support advice-giving financial consultants, brokers and registered investment advisors (RIAs). Technology is critical to these advisors, whose success depends on charting and executing a course of action for their clients, explaining it simply and effectively, and tracking its progress...
Financial Planning: RBC Capital Markets: Embracing Technology Integration
Permalink posted by markw @ 6:51 AM 
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