News and resources for Canada's top financial advisors
Industry
Companies are busy ramping up their use of both social media and online platforms and systems. So, regulatory frameworks are continually evolving to ensure the financial services industry remains secure.
March 18, 2013
3 min read
Planning and Advice
If you’re using Windows XP and regularly fire up Internet Explorer to surf the Web, you’ve probably noticed websites load slowly.
By David Dagley |March 13, 2013
The altered landscape of the smartphones market has changed valuations of tech companies, dictated by investor preferences. A shift in the investor focus away from Apple and to Google can be seen in Apple’s market capitalization falling to a new 12-month low just as Google’s climbed to a record high, reports FT.com. Also read: Google […]
By Staff |March 5, 2013
1 min read
The biggest hurdle that keeps financial advisors engaging social media tools more effectively is said to be the onerous issue of compliance. However, a feature in Financial-Planning.com shows a more meaningful social media engagement is still possible for advisors. In eight myth-busting slides, it explains how it can be done. Also read: Should employees have […]
By Staff |March 4, 2013
If you’re not taking advantage of social media sites like Facebook, LinkedIn and Twitter, you might be living in a cave.
By Staff |March 1, 2013
2 min read
Search engine optimization (SEO) is used to increase the visibility and readership of your web content.
February 27, 2013
Almost half (45%) of 18-34 year olds are taking risks with their credit card information, such as loaning their cards to someone or sharing payment information over email, phone or text.
By Staff |February 26, 2013
A young entrepreneur has built new app technology for online traders.
February 22, 2013
Within an Excel document, you can merge data from two or more columns.
By David Dagley |February 20, 2013
Leaders have to be passionate about customer communication, innovation and social media.
February 19, 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.