News and resources for Canada's top financial advisors
Industry
There are three main tech trends advisors need to pay attention to.
By Staff |April 19, 2013
1 min read
Saving takes commitment and an ING DIRECT study finds while more than half of Canadians (52%) don’t save regularly each month, the majority (81%) would be willing to give up some things in exchange for a richer savings account. The survey found that when push comes to shove, many Canadians would relinquish what most consider […]
By Staff |April 17, 2013
More children are playing and downloading apps, but they're not all free games.
April 15, 2013
2 min read
Helping clients select stocks is challenging, especially when looking at risky sectors.
April 12, 2013
Planning and Advice
George and Ann pay bills in full and on time, so when a collections department called, they assumed it was an error. But George kept receiving calls from credit-card companies he’s never done business with.
By Lisa MacColl |April 11, 2013
4 min read
Sometimes, you may need to put an official stamp on a document for a client.
By David Dagley |April 10, 2013
A significant number of Canadians do not feel they understand the privacy risks posed by new technologies and are not confident in their ability to protect their personal information, a new poll commissioned by the Office of the Privacy Commissioner of Canada suggests. Further, such concerns are affecting consumer choices.
By Staff |April 5, 2013
3 min read
Tech startups are touted as high-growth businesses, but how do you valuate and discuss them?
April 5, 2013
On the heels of a groveling apology to China for supposedly poor warranty and customer service—an odd complaint for a nation notorious for exporting toxic toys and other dubious wares—Apple has scrubbed an app that provided access to politically sensitive literature banned by the Community Party.
By Staff |April 4, 2013
The SEC says it’s okay for U.S. companies to use social media to announce key information, so long as investors have been alerted about which form of social media will be used. Read: Former SEC head joins consulting group “Most social media are perfectly suitable methods for communicating with investors, but not if the access […]
By Staff |April 3, 2013
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.