News and resources for Canada's top financial advisors
Est. 1998
Industry
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
Planning and Advice
If you’re shopping for a BlackBerry PlayBook, the new version has more features relevant to advisors.
By Kevin Cork |April 19, 2012
3 min read
Fidelity Clearing Canada, a provider of clearing, custody and back-office support services to Canadian-based brokerage firms, has successfully converted Dundee Securities onto its Canadian Clearing service platform.
By Staff |April 10, 2012
Life
Most advisors tend to focus on the part of the book that generates the most revenue. In doing so, they often fail to take advantage of opportunities elsewhere.
By Vikram Barhat |March 29, 2012
2 min read
It’s the question that has been dogging the world’s biggest publicly traded company since its last earnings report: What do you do with nearly $100 billion in cash?
By Staff |March 19, 2012
Kids’ financial literacy? There’s an app for that. Want to trade equities on the fly, there’s an app for that, too. Signing up for an RESP? Check. It was only a matter of time insurance industry got one of their own.
By Vikram Barhat |March 16, 2012
As the deadline approaches, efforts are mounting to make tax filing experience a little less burdensome for do-it-yourselfers.
By Vikram Barhat |March 13, 2012
PlanPlus Inc. has now made it easier for advisors to offer more tailored advice and planning solutions to their clients, with the release of a new review process module within its financial planning program.
By Staff |March 6, 2012
Bloomberg announced a major redesign of its market data service on Monday, which will heighten its rivalry with Thomson Reuters.
By Staff |February 27, 2012
Leading advisors are moving to social enterprise. They are using tools and strategies to connect and collaborate with their clients, teams and assistants. Welcome to the social enterprise.
By Vikram Barhat |February 8, 2012
4 min read
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