News and resources for Canada's top financial advisors
Industry
Those who predicted unstinted growth for social media in 2011 got it spot on. The global appeal and adoption of social media continue to create a hyperconnected world where, LinkedIn tells me, 240 connections can link you to over four million people. The ‘six degrees of separation’ theory, thanks to social networking sites, is all […]
By Vikram Barhat |December 30, 2011
1 min read
Financial services industry has been slow to adopt social media and has so far been unable and unwilling to leverage the medium to its fullest potential.
By Vikram Barhat |December 29, 2011
Life
With life insurance so many people don’t know what they don’t know and therein lays your opportunity to make such a significant “external influence”.
By Helena Smeenk Pritchard |December 21, 2011
2 min read
Planning and Advice
We’ve helped many advisors with coaching and brand strategies and when we first meet a client, we often hear them say “Why are we the best kept secret?”
By Fortunato Restagno |December 16, 2011
3 min read
Estate Planning
Canadian insurers have gone through two rounds of price increases since December 2010. Does pricier insurance still make sense for clients who want to leave legacies?
By Kanupriya Vashisht |December 14, 2011
6 min read
If you’re in the business of advising, influencing, counseling, consulting or recommending ANYTHING to ANYONE, then the benefits of curation can be huge.
By Jay Palter |December 13, 2011
A bearish global outlook may have reined in market sentiment, but it could not tame the trot of outperforming advisors who grew their revenues by 34%—from $581,686 in June 2010 to $781,960 in June 2011—according to a new report by Toronto-based PriceMetrix.
By Kanupriya Vashisht |December 12, 2011
Scam artists looking to ensnare investors are taking advantage of those troubled by economic uncertainty and volatile markets, says The Canadian Securities Administrators.
By John Powell |December 9, 2011
Although record numbers of women are significant financial contributors to the family finances, their life insurance coverage levels have not kept up accordingly.
By Helena Smeenk Pritchard |December 8, 2011
Canadian brokers have received an early gift this year: clarity in the regulations covering their use of social media. IIROC has issues a modernized set of guidelines for registrants’ communications and advertising.
By Staff |December 8, 2011
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