News and resources for Canada's top financial advisors
Est. 1998
Economic Indicators
Twitter wants to go public and has filed an initial public offering with the Securities and Exchange Commission, the company announced yesterday.
September 13, 2013
1 min read
Planning and Advice
You’re stuck in a prospecting rut. One of your colleagues mentions she uses Twitter to get her name before the public, and credits her tweets with bringing her two new clients in the last month. You’ve been wary about entering the Twitterverse because you’ve little experience with social media. What should you talk about to gain clients and prove you’re an influencer? And what shouldn’t you tweet?
By Rosemary Smyth |September 4, 2013
3 min read
Industry
Many people wouldn’t think twice about adding colleagues to their social media networks. But new research by OfficeTeam suggests that might not be such a good idea.
By Staff |August 27, 2013
2 min read
Investors still look for traditional, reliable news sources.
By Staff |August 23, 2013
How to use Facebook, Twitter, and LinkedIn to connect with your book.
By Stuart Foxman |July 23, 2013
7 min read
Financial services consultant Jeff Thompson* was crossing the U.S. border a few years ago when his vehicle was surrounded by armed border guards and his entire family ordered to step out. They told him his youngest son shared a name with a fugitive.
By Vikram Barhat |July 22, 2013
5 min read
Creating a recognizable brand is important for small business owners.
By Staff |July 15, 2013
Yesterday, the SEC voted to lift its 80-year ban on hedge funds advertising.
By Staff |July 11, 2013
Three of Facebook's early investors have come together once again to back another college-based start-up.
June 28, 2013
You’ve learned how to optimize your profile, so here are some tips on how to use LinkedIn more effectively.
By Melonie Dodaro |June 18, 2013
4 min read
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