News and resources for Canada's top financial advisors
Industry
You start and end your day by plugging in, but is this healthy?
January 31, 2013
1 min read
Apple has doubled its iPad storage limit, leaving experts wondering if the move is an attempt to compete with Microsoft’s Surface or other tablets, reports ft.com. The latest iPad will go on sale in February — a week before Microsoft’s Surface Windows 8 Pro. While the iPad costs $799 for 128GB of storage, Micrsoft’s product […]
By Wire services |January 30, 2013
Planning and Advice
When you need to get confidential paperwork to clients quickly, some will insist you email it to them. But that’s not the safest method to send sensitive information.
By David Dagley |January 30, 2013
2 min read
One-in-five Canadians now manage their investments the same way they make purchases: they go online. In fact, 41% research investment options online and 22% manage their investments online, finds a TD Direct Investing poll. Also, 13% invest online more than they did five years ago. Read: Canadians seek online tools and calculators: IEF “Self-directed investing […]
By Staff |January 29, 2013
Everywhere you look these days, we are all being urged to engage in social media to market our businesses and deepen our relationships with clients. This may sound good but there are some serious barriers preventing advisors in particular from reaching their true potential.
By Jay Palter |January 23, 2013
3 min read
If you have PDF creation software, save time and create PDFs from other documents without opening them. Do this by setting up automatic drag and drop PDF creation. Follow the steps in the previous tech tip, Print docs without opening them, but use the PDF printer instead of a physical printer. If you have Adobe […]
By David Dagley |January 23, 2013
Advisors using Twitter and other social media platforms should be allowed to speak their minds, says Earl Evans, head of Macquarie Private Wealth.
By Melissa Shin |January 16, 2013
Instead of opening a document to print it, you can save time by setting up automatic drag-and-drop printing.
By David Dagley |January 16, 2013
More than 90% of user-generated passwords will be vulnerable to hacking in a matter of seconds, according to Deloitte’s Canadian Technology, Media & Telecommunications (TMT) Predictions 2013 report.
By Staff |January 15, 2013
Apple may soon be scaling down orders for iPhone 5 parts as evidence mounts that the competition is fast catching up. The move, thought to be prompted by a lukewarm consumer demand, is further proof that Asian rivals have considerably weakened Apple’s grip on the smartphones market, says a Reuters.com report. Sales of the new […]
By Staff |January 14, 2013
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