News and resources for Canada's top financial advisors
Industry
Are your clients sticking with their 2013 financial resolutions? If not, offer them some inspiration.
February 8, 2013
1 min read
Planning and Advice
If your prospecting is obvious, it’ll fail quickly.
By Bryce Sanders |February 8, 2013
3 min read
When selling or merging your practice, protect yourself and your clients first.
February 7, 2013
Google is buying internet firm Channel Intelligence, marketing services unit of ICG Group Inc., for $125 million. The internet giant’s latest acquisition, which completes in the first quarter of 2013, is aimed at expanding its retail footprint, reports The Economic Times. Read more: Google’s Q4 earnings up despite digital ad price drop You can’t avoid […]
By Staff |February 6, 2013
Last May’s error-ridden Facebook IPO was the result of a Nasdaq system failure — a millisecond blip that caused a 20-minute delay in trading, reports ft.com. Now, the exchange operator is in talks with U.S. regulators over a potential settlement on the issue. Read more. Also read: The “Facebook cliff” Facebook IPO provides lessons for […]
By Wire services |February 6, 2013
When integrating automation into your firm, keep it simple.
Your employees may be stressed about their personal finances.
By Staff |February 5, 2013
Use technology to make time for clients, not cut them out.
February 5, 2013
9 min read
There’s been a lot of press about the new Windows 8 software, mostly focusing on the removal of the Start menu. This has led some people to forgo the upgrade.
By Kevin Cork |February 5, 2013
In my own portfolio, I focused on blue-chip Canadian dividend stocks for the past 10 years because of better fundamentals, and stronger currency.
By Kanupriya Vashisht |February 5, 2013
2 min read
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