Social media

Blogs, online media sway investor decisions

While regulators and compliance departments are slowing easing off restrictions for advisors’ use of social media, the public is already basing financial decisions on what they read online. A survey conducted for Investors Group found that 42% of Canadians who save and invest are using social and online media to guide their decisions. The preferred […]

By Steven Lamb |February 28, 2011

2 min read

Planning and Advice

Best Practices: Of books and social media

When there is motivation to do so. I think that if you have any interest in writing or getting better as a writer then you should challenge yourself. I had a boss at one point in my working career who used red pen a lot - and I mean a lot - so my desire to write a book started with that and a whole lot of ideas I had in my head.

By Joanne Ferguson |February 15, 2011

5 min read

Planning and Advice

IIROC social media rules fail to impress

You gotta be kidding! Those four words broadly sum up the financial industry’s response to the new IIROC rules notice about the use of social media. Meeting IIROC’s extended hand with a clenched fist, industry participants wasted no time in dismissing the notice as IIROC trying to look trendy rather than showing any real understanding […]

By Vikram Barhat |February 11, 2011

4 min read

Industry

IIROC says aye to social media

The relentless lobbying for social media has finally extracted a grudging nod from the Investment Industry Regulatory Organization of Canada (IIROC).

By Vikram Barhat |February 8, 2011

2 min read

YOU need a social media strategy, not your business

In the late 1990s, legendary management consultant Tom Peters had a prescient idea. No longer would business be dominated by established mega-brands. The future would be dominated, trumpeted Peters, by The Brand Called You.

By Jay Palter |January 26, 2011

2 min read

Seven steps to social media engagement

Social media tools and technology are rapidly emerging as essential places for trusted advisors and practice professionals to build their reputation and expand their business networks. With the dizzying array of tools and sites out there, it can be difficult to know where to start or what to do after you start. With this in […]

By Jay Palter |November 2, 2010

3 min read

Follow the money, embrace social media

Mention social media to most advisors and they are more likely to think of their kids tweeting about the latest Justin Bieber track, rather than their high-net worth investors (HNWI). But the wealthy are more interested in social media than you might think. That wake up call came at the Strategy Institute’s 12th annual Marketing […]

By Vikram Barhat |October 27, 2010

3 min read

Listen before you leap into social media

Everywhere you turn these days, people are talking about social media, and rightly so. Social media tools are maturing, demographics are changing and the way that people network and build reputation is evolving. Should you set up a Facebook page? Should you Twitter? What about blogging? What would you blog about? How much time is […]

By Jay Palter |September 24, 2010

2 min read