News and resources for Canada's top financial advisors
Planning and Advice
You’re always there for your clients. They expect you to be available, and you’re used to it.
By Staff |April 11, 2014
1 min read
Blogger and social media manager Stephanie Fusco has had to suffer through a professionally awkward week due to a quirk of LinkedIn.
Showing your office colleagues you care is a more important ingredient in workplace success than previously imagined.
Are you feeling unmotivated? Here's help.
By April-Lynn Levitt |April 10, 2014
2 min read
Showcase your expertise, build credibility and strengthen relationships by using these three tips.
By Tracy Piercy |April 9, 2014
3 min read
Advisors did well last year, but have rising markets to thank.
April 7, 2014
Each week, we look at the ABCs of cash flow management.
By Stephanie Holmes-Winton |April 7, 2014
Industry
More than half (53%) of Canadians still haven’t opened a TFSA, and 42% of this group don’t intend to open one this year, according to an ING DIRECT survey.
By Staff |April 7, 2014
Most advisors choose their words carefully, but sometimes the wrong words slip out. Make a point of ensuring these ones never do.
By Bryce Sanders |April 7, 2014
4 min read
Economic Indicators
Half of Canadians have a will, while a third have a power of attorney for property and 8% of those surveyed by Scotiabank say they don’t know what POA is.
By Staff |April 4, 2014
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