Practice

Industry

Firms not meeting KYC requirements: OSC

The OSC has released its 2012 annual summary report for dealers, advisors and fund managers.

By Staff |November 23, 2012

1 min read

Planning and Advice

Why partnerships make sense

To increase client assets and boost business, a growing number of advisors are opting for business structures similar to those used by accountants and lawyers: partnerships.

By Scot Blythe |November 23, 2012

6 min read

Planning and Advice

9 ways to sell the unsellable

If you’re not fully securities-licensed but want to help clients get into products you can’t sell, here are a few tips.

November 22, 2012

2 min read

Planning and Advice

Secure your data

With more info online, your practice and clients could be at risk.

By Lionel Cochey |November 22, 2012

4 min read

Planning and Advice

How to mentor young advisors

Cecilia Tsang of Rogers Group Financial says it takes more than designations and certifications to succeed.

By Terri Goveia |November 21, 2012

10 min read

Industry

More boomers embracing technology

Canada’s boomers are finding their footing in the digital age. In fact, 89% rival younger Canadians (99%) in their levels of Internet access, finds Ipsos Reid. They’re even taking up new media and devices. “We are seeing online boomers becoming more comfortable as their adoption of new devices is trending upwards,” says Dave Pierzchala, senior […]

By Staff |November 20, 2012

1 min read

Industry

LinkedIn adds follow feature

Want to know what Obama is thinking? Or get networking tips from top business tycoons? Well you're in luck!

By Wire services |November 20, 2012

2 min read

Industry

Your boss reads your instant messages

In most major scandals, compromising emails are used as one of the main, supporting sources of evidence. Investigators wrapping up the LIBOR scandal have gotten their hands on yet another type of proof, though; employees private instant messages.

By Vanessa Farquharson, Canadian Business |November 20, 2012

3 min read