Expertise and capabilities

Achieve greater productivity, efficiency … and profitability

Benefit from wealth management expertise, insights and best practices to help grow your business – the way you want it to grow.

Proprietary research

Gain access to RBC’s timely, independent fundamental research from more than 70 senior analysts covering more than 1,000 companies in select industry sectors.


Third-party research

Our robust online tool provides access to research from some of the industry’s most respected research and product organizations covering a comprehensive range of topics.

Sales ideas and marketing

  • Broadridge Advisor Solutions – online service offering educational content and marketing tools for more than 1,700 topics in ten major business subjects
  • Investor’s Edge – quarterly product-neutral educational newsletter advisors can customize
  • Retirement Plan Update and Plan Sponsor Digest – quarterly newsletters advisors can customize
  • Marketing campaigns – turnkey programs featuring service opportunities, how to take action and tools
  • Fact sheets – informative, objective and concise treatment of key concepts