News and resources for Canada's top financial advisors
Planning and Advice
Get the info you need without being overwhelmed.
By Jay Palter | April 19, 2016
2 min read
The company executive accidentally sent a tweet about a potential acquisition
November 25, 2014
1 min read
JPMorgan, which has been in the news because of a series of multi-million dollar regulatory settlements, suffered another public relations setback this week, the New York Times reports.
By Staff | November 15, 2013
The details of Twitter’s IPO are expected as early as this week and The Wall Street Journal has put together a list of the most important details to look for in the paperwork.
By Staff | October 3, 2013
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
How to use Facebook, Twitter, and LinkedIn to connect with your book.
By Stuart Foxman | July 23, 2013
7 min read
Yesterday, the SEC voted to lift its 80-year ban on hedge funds advertising.
By Staff | July 11, 2013
As Twitter usage grows, compliance officers worry about its impact on financial markets.
June 3, 2013
Embedded compensation is a hot topic at the 2013 CAILBA Annual Meeting.
By Staff | May 15, 2013
Brevity is the soul of Twitter. Having trained millions in the art of 140-word storytelling, Twitter is adding another twist with Vine, an app that allows users to share six-second video clips. And before cynics could wave their dismissive fingers, early adopters like Gap, Malibu, Asos, General Electric and other big brands have got Twitter’s […]
By Staff | February 4, 2013