Practice

Planning and Advice

How to use SEO effectively

Search engine optimization (SEO) is used to increase the visibility and readership of your web content.

February 27, 2013

1 min read

Industry

Canadians engaging in risky behaviour

Almost half (45%) of 18-34 year olds are taking risks with their credit card information, such as loaning their cards to someone or sharing payment information over email, phone or text.

By Staff |February 26, 2013

2 min read

Planning and Advice

Help self-employed clients

More clients are working for themselves. Are you equipped to help them?

By Melissa Shin |February 26, 2013

2 min read

Industry

Can’t change the fiduciary rules, yet: CETFA

CETFA welcomes an examination of fiduciary rules, but calls for caution and fair implementation.

February 25, 2013

2 min read

Industry

Clients will exhaust retirement savings early

Two out of ten Canadians over 50 (19%) have failed to track their retirement savings.

By Staff |February 25, 2013

2 min read

Planning and Advice

Attract other people’s satisfied clients

Just because someone is happy with his current advisor doesn’t mean you can’t win him over.

By Bryce Sanders |February 25, 2013

3 min read

Economic Indicators

Many Canadians say bad economic news has them discouraged about retirement, said Fidelity Investment’s Peter Drake. Advisors need to help clients put macroeconomic issues into context, and remember Canada’s a great place to retire.

By Suzanne Sharma |February 25, 2013

2 min read