Practice

Apple agrees to release customer data Fallback Image Decorative pattern

Economic Indicators

Apple agrees to release customer data

U.S. law enforcement agencies have asked Apple to release customer data to help aid in criminal and national security matters. And Apple has agreed, reports ft.com. But Apple reassures its customers it does not “provide any government agency with direct access to our servers, and any government agency requesting customer content must get a court […]

June 17, 2013

1 min read

Rich are now younger, more ethnically diverse Fallback Image Decorative pattern

Planning and Advice

Rich are now younger, more ethnically diverse

The demographics of wealthy clients is changing, and advisors need to adapt if they’re to attract and retain their business.

By Dean DiSpalatro |June 17, 2013

2 min read

When friends become clients Fallback Image Decorative pattern

Industry

When friends become clients

When a client becomes a friend, the rules governing the business relationship are in place. When friends become clients you need to position the rules of engagement with minimal disruption the friendship.

By Bryce Sanders |June 17, 2013

3 min read

STEP roundup: Estate planning tips and tricks Fallback Image Decorative pattern

Industry

STEP roundup: Estate planning tips and tricks

Last week, Advisor.ca live-tweeted the 15th annual STEP conference.

By Staff |June 17, 2013

1 min read