News and resources for Canada's top financial advisors
Planning and Advice
Are you using all the technological tools available to enhance your business? Many advisors are not, and their businesses are operating at a less-than-optimal level because of it.
By Staff |January 17, 2013
2 min read
"We should trust people to speak their minds"
By Staff |January 16, 2013
3 min read
Advisors using Twitter and other social media platforms should be allowed to speak their minds, says Earl Evans, head of Macquarie Private Wealth.
By Melissa Shin |January 16, 2013
Instead of opening a document to print it, you can save time by setting up automatic drag-and-drop printing.
By David Dagley |January 16, 2013
Industry
More than 90% of user-generated passwords will be vulnerable to hacking in a matter of seconds, according to Deloitte’s Canadian Technology, Media & Telecommunications (TMT) Predictions 2013 report.
By Staff |January 15, 2013
1 min read
Core and explore. The core of my portfolio constitutes value stocks and bonds that you can hold through peaks and troughs. It includes a lot of banks and insurance companies. We’re close to hitting our buy targets on energy stocks as well.
By Kanupriya Vashisht |January 14, 2013
Apple may soon be scaling down orders for iPhone 5 parts as evidence mounts that the competition is fast catching up. The move, thought to be prompted by a lukewarm consumer demand, is further proof that Asian rivals have considerably weakened Apple’s grip on the smartphones market, says a Reuters.com report. Sales of the new […]
By Staff |January 14, 2013
One of the more effective ways to prospect for new clients is to invite existing clients to dinner and suggest they bring a friend.
By Bryce Sanders |January 14, 2013
If you're going business trips and vacations, here are some apps that help ease stress.
By Wire services |January 14, 2013
Products
FINRA has issued a voluntary Interim Form for Funding Portals designed for prospective crowdfunding portals.
By Staff |January 11, 2013
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