News and resources for Canada's top financial advisors
Industry
It’s official — not only are Canadians getting older, they’re also living longer
By Staff |September 9, 2013
3 min read
Wedding Crunchers, a new website from Rap Genius, allows users to see “what the world’s most self-important people think is important” by tracking recurring terms and phrases in the New York Times’ weddings and engagements section.
1 min read
Predicting recessions in real-time could be made possible by mining vast new sources of electronic data, according to a report released today by the C.D. Howe Institute.
By Staff |September 5, 2013
2 min read
Planning and Advice
You’re stuck in a prospecting rut. One of your colleagues mentions she uses Twitter to get her name before the public, and credits her tweets with bringing her two new clients in the last month. You’ve been wary about entering the Twitterverse because you’ve little experience with social media. What should you talk about to gain clients and prove you’re an influencer? And what shouldn’t you tweet?
By Rosemary Smyth |September 4, 2013
Many people wouldn’t think twice about adding colleagues to their social media networks. But new research by OfficeTeam suggests that might not be such a good idea.
By Staff |August 27, 2013
Cyber breaches have serious consequences for businesses.
August 21, 2013
Boomers in the U.S. contribute 43% of all giving, finds a new study. Meanwhile, 11% of Gen Y donates to charities, and 20% of Gen X.
By Staff |August 9, 2013
When clients look for financial advisors online, results aren't always positive.
August 6, 2013
How to use Facebook, Twitter, and LinkedIn to connect with your book.
By Stuart Foxman |July 23, 2013
7 min read
Financial services consultant Jeff Thompson* was crossing the U.S. border a few years ago when his vehicle was surrounded by armed border guards and his entire family ordered to step out. They told him his youngest son shared a name with a fugitive.
By Vikram Barhat |July 22, 2013
5 min read
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