News and resources for Canada's top financial advisors
Industry
A long-term Costco staffer took advantage of her company-sponsored health insurance plan.
By Staff |February 20, 2013
1 min read
Planning and Advice
Within an Excel document, you can merge data from two or more columns.
By David Dagley |February 20, 2013
2 min read
Leaders have to be passionate about customer communication, innovation and social media.
February 19, 2013
3 min read
Burger King has suspended its Twitter account after it was hacked yesterday morning. The troublemakers tweeted obscenities and changed the company’s logo to McDonald’s, claiming it had been sold to its rival, reports ft.com. Read more. Also read: Blogs enhance your online presence Overcoming social media barriers How to be a social media success
By Wire services |February 19, 2013
Alumni associations offer a great opportunity to get close to high-net-worth prospects. A British technology firm mapping connections among senior executives explains: “When investment bankers cultivate prospects the initial contact is usually made though the university connection.”
By Bryce Sanders |February 19, 2013
Having anti-fraud measures can decrease the amount and duration of employee fraud schemes. Here’s what your business owner clients should do.
By Michael McCormack |February 19, 2013
What advisors need to know about pension adjustments.
By Dean DiSpalatro |February 19, 2013
11 min read
I would start by asking, "What do you want?" and then "Why" like an incessant two-year-old as long as they can handle it. For example, why does Reza want to retire at 67? It may be because he hates his job, or because his father died at 67, or because that's when he thinks he'll still be healthy and active.
February 15, 2013
The stock market is giving cloud computing the cold shoulder, reports FT.com.
By Staff |February 14, 2013
Technology has seeped into every part of our lives, including our marriages. Digital assets are routinely part of divorce cases.
February 14, 2013
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