News and resources for Canada's top financial advisors
Planning and Advice
Do your clients take out payday loans? Probably not. But many of your wealthy clients might be applying for something even more dangerous—an overdraft.
By Stephanie Holmes-Winton |August 2, 2012
2 min read
Industry
The MFDA approved a settlement hearing in the matter of Ahsan Hanif Ladha, a former mutual fund salesperson at TD Investment Services. He admitted that between June 2009 and June 2010, he engaged in unauthorized online securities trading. As stated in the agreement, in two separate cases Ladha obtained client passwords and personally conducted their […]
By Staff |August 1, 2012
1 min read
Marketers are increasingly required to justify social campaigns and marketing budgets with ROI data, says Parta Dialogue, a global social media solutions company. It recently netted two new global customers for its eValue social media ROI suite, having seen it grow progressively over 2012. This year, over half (62%) of marketers indicated that proving investment […]
July 31, 2012
Twitter is smaller than online giants Google and Facebook, but the little social media engine expects to generate at least US$1-billion in sales in 2014, reports Financial Post. It says EMarketer researchers predict Twitter advertising sales—which account for almost all its revenue—will rise to US$540-million in 2014, up from US$139.5-million last year. Read: Engage clients […]
By Wire services |July 31, 2012
3 min read
You have a friend who could be a great client because you know each other well. This friend has never asked for help handling her money and you’ve never offered. Then she casually asks for advice.
By Bryce Sanders |July 30, 2012
Estate Planning
One in ten Canadians are looking after the finances of a family member or close friend, finds a CIBC poll. But 31% of those doing so have no formal or legal agreement.
By Staff |July 27, 2012
Canadian regulators are often accused of being one step behind financial fraudsters. But, the qualities of our provincial commissions may not be the problem; turns out, regulators are often underfunded and have struggled since the recession.
July 26, 2012
Markets are tough and you're struggling to meet your bottom line, so the last thing you want to worry about is your book shrinking. But, a new survey says more than half of wealthy clients are looking to fire their advisor this year.
How advisors can adapt and thrive in the 21st century
By Lisa MacColl |July 23, 2012
Should advisors segment their fee structures?
By Suzanne Sharma |July 23, 2012
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