News and resources for Canada's top financial advisors
Industry
More than half (68%) of Canadians between the ages of 18 and 44 own a smartphone.
By Staff |May 9, 2013
1 min read
If you're using PDFs on your iPad, there's one app that's best for that.
By David Dagley |May 8, 2013
2 min read
The National Research Council of Canada (NRC) has transformed into an industry-focused research and technology organization.
By Staff |May 7, 2013
Planning and Advice
Blogs. Twitter. LinkedIn. Facebook. There are more channels than ever to connect with clients and prospects. The challenge is navigating and using those channels to your best advantage. Will hiring a social media consultant help?
By Stuart Foxman |May 7, 2013
3 min read
Analyzing client information could lead to higher production.
By John Lorinc |May 7, 2013
5 min read
Do you and your clients know how to creatively save money?
By Staff |May 6, 2013
“Warren is in the house,” reads the Oracle’s inaugural tweet. His handle is @WarrenBuffett.
May 2, 2013
The steps and costs of integrating social media into your marketing strategy.
By Melonie Dodaro |May 2, 2013
4 min read
The Financial Times reports Apple shareholders are in for a $55 billion payout over three years, a hefty addition to the $45 billion the tech giant previously agreed to.
By Staff |April 24, 2013
Sometimes it’s important to time-stamp a document. Here’s how to do it electronically.
By David Dagley |April 24, 2013
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