News and resources for Canada's top financial advisors
Planning and Advice
Evernote is a software platform that can help advisors improve their productivity. Here’s how.
By Kevin Cork |October 19, 2012
2 min read
Industry
The SEC is proposing capital, margin, and segregation requirements for security-based swap dealers, as well as major security-based swap participants.
By Staff |October 18, 2012
1 min read
You may not want to ditch your iPhone or BlackBerry in favour of an Android smartphone just yet. There have been recent malware attacks targeting the operating systems of phones from Samsung, HTC, Pantech, and Motorola, reports Forbes. Read: Protect your corporate network One malware, Loozfon, uses a bogus work-at-home opportunity promising a profitable payday […]
By Wire services |October 18, 2012
MasterCard has adopted a new strategy to gain more customers; it's started mining existing data for marketers.
By Staff |October 17, 2012
For the sole proprietor, money is often one of the biggest hurdles to growth
By Brynna Leslie |October 17, 2012
3 min read
Canadians are too lax when it comes to fraud awareness and financial literacy.
You meet an interesting couple at a social event. Follow these strategies to see them again.
By Bryce Sanders |October 17, 2012
When fraud happens, know what steps to take.
By Michael McCormack |October 16, 2012
The majority of Canadian small business owners make the connection between employee satisfaction and workplace productivity.
By Staff |October 15, 2012
Here are four tips to help you better understand your client’s long-term goals so you can help them make smarter investment decisions.
By Stuart Foxman |October 15, 2012
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