News and resources for Canada's top financial advisors
Industry
Technology is a key driver of job creation among entrepreneurs
By Staff |June 5, 2014
2 min read
Only 11% of Canadian audit committee members perceive cyber security to be a major company challenge, which compares to the U.S. at 27%.
By Staff |May 27, 2014
Planning and Advice
Networking guides going back to 1936’s How to Win Friends and Influence People say it’s more important to listen than speak when meeting someone new. Is that true, or are you missing out on an opportunity to make an impression?
By Jessica Bruno |May 9, 2014
3 min read
Software usually has a short shelf life, but Windows XP has become a dynasty. Microsoft released its longest-running operating system in 2001, and 13 years and four Windows OS upgrades later, Netmarketshare.com finds it still runs nearly 30% of the world’s computers and most of the world’s ATMs. Due to this high usage, Microsoft regularly delayed ending support for the now-antique operating system. But the company has also spent the last two years urging users to move to a newer OS, most recently Windows 8.1.
By Kevin Cork |May 9, 2014
Some people in your online professional network stand above the rest. These experts are respected; they lead industry discussions and shape professional opinion.
By Jay Palter |May 5, 2014
When netbooks came to the market in late 2007, users criticized their lower processing power, truncated keyboards and lack of software choices. But they’re making a comeback in sleeker, simplified formats.
By Kevin Cork |March 7, 2014
Find untapped client sources to build your book.
By Evelyn Juan |March 7, 2014
8 min read
When it comes to gifts for tech-savvy clients, simple is usually better. Here are some suggestions to maximize your marketing budget.
By Lisa MacColl |February 7, 2014
You have to network to build your practice. But how much time should you devote? Most professionals spend an average of 6.3 hours meeting new people and strengthening connections every week, says a survey by the Business Network International (BNI).
By Jessica Bruno |January 17, 2014
Almost every client meeting generates a slew of new activities. But having staff to assist in transactions doesn’t automatically mean these things get done more quickly, accurately, or even efficiently. That’s why I was so pleased to discover the web-based app Workflowy. It’s a simple list maker that’s feature-rich, shareable, searchable, archivable and taggable.
By Kevin Cork |January 17, 2014
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