News and resources for Canada's top financial advisors
Economic Indicators
Early Facebook investors, including Goldman Sachs, plan to unload more shares in the upcoming IPO—adding 84 million shares, worth up to $3.2 billion, to take advantage of increasing investor demand.
May 16, 2012
2 min read
Industry
It’s a familiar refrain in the financial services industry: I’d like to use social media, if only compliance would let me.
May 4, 2012
4 min read
Planning and Advice
There have been dramatic changes to the Canadian regulatory landscape thanks to National Instrument 31-103; so now’s a good time to self-diagnose your personal compliance regime. Here are five things to review
By Prema K. R. Thiele |May 1, 2012
3 min read
Estate Planning
It is not a social media story. And yet you know the medium has come of age when your Facebook and Twitter accounts and photos are considered digital assets that must be part of your estate planning.
By Vikram Barhat |April 30, 2012
The Empire Life Insurance Company has launched a new iPad application that provides simple, fast quotes on up to four term insurance products at once.
By Staff |April 27, 2012
1 min read
Mark Carney may be a long shot to replace Sir Mervyn King as the leader of the Bank of England, but he has replaced Chuck Norris in popular culture, being toted as the top unstoppable icon.
April 20, 2012
The introduction of social media capabilities within an organization creates an opportunity to increase awareness of an organization and improve brand awareness.
By Vikram Barhat |April 20, 2012
If you’re shopping for a BlackBerry PlayBook, the new version has more features relevant to advisors.
By Kevin Cork |April 19, 2012
Advisors often wonder where they can find wealthy clients. It turns out, they’re all hanging out on social media, with rich investors spending an average of 9 hours per week on their phones, 12 hours on their tablets and 22 hours on computers.
April 17, 2012
Due to the continued growth of mobile Internet usage and the torrent of apps and platforms being produced, consumers are increasingly looking to online reviews and websites to find trusted businesses and services, according to the 2012 Local Consumer Review Survey.
April 16, 2012
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.