News and resources for Canada's top financial advisors
Est. 1998
Industry
Gone are the days when you could respond to office and client communication in the fullness of time. Social media and digital tools of the day have created an environment where everyone is under pressure to act and react fast. However, the pace of digital life has brought a new set of problems as discovered […]
By Staff |November 1, 2012
1 min read
Planning and Advice
Using social media is easier than you think
By Brynna Leslie |October 11, 2012
3 min read
Technology
Social media offers a way for clients to get to know us as people, and not just advisors.
By Jay Palter |July 12, 2012
2 min read
LinkedIn may have had a security breach, but it remains one of the most-used sites by professionals. Despite a $5 million class-action lawsuit launched by Illinois resident Katie Szpyrka—along with a filing by her lawyers claiming the site uses weak encryption formats and improper security measures—I have maintained my profile. And I’d bet most advisors […]
June 21, 2012
Facebook’s IPO is making history—quickly becoming the technology offering of the decade.
May 17, 2012
The idea that we are but a few links away from everyone else forms the whole basis of networking. In fact, the professional website LinkedIn is hinged on this very concept.
By Natalie Jamison |February 1, 2012
Those who predicted unstinted growth for social media in 2011 got it spot on. The global appeal and adoption of social media continue to create a hyperconnected world where, LinkedIn tells me, 240 connections can link you to over four million people. The ‘six degrees of separation’ theory, thanks to social networking sites, is all […]
By Vikram Barhat |December 30, 2011
Financial services industry has been slow to adopt social media and has so far been unable and unwilling to leverage the medium to its fullest potential.
By Vikram Barhat |December 29, 2011
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