Practice

Industry

New tech tool will aid online traders

A young entrepreneur has built new app technology for online traders.

February 22, 2013

1 min read

Industry

Advisors should earn their titles, says Advocis

Canadian investors are questioning their advisors’ credentials and abilities, says Advocis.

By Staff |February 21, 2013

1 min read

Industry

Woman submitted benefits claims for fake child

A long-term Costco staffer took advantage of her company-sponsored health insurance plan.

By Staff |February 20, 2013

1 min read

Planning and Advice

Merging separate columns in Excel

Within an Excel document, you can merge data from two or more columns.

By David Dagley |February 20, 2013

2 min read

Industry

Enhance transparency, loyalty through social media: ING

Leaders have to be passionate about customer communication, innovation and social media.

February 19, 2013

3 min read

Industry

Burger King’s Twitter account hacked

Burger King has suspended its Twitter account after it was hacked yesterday morning. The troublemakers tweeted obscenities and changed the company’s logo to McDonald’s, claiming it had been sold to its rival, reports ft.com. Read more. Also read: Blogs enhance your online presence Overcoming social media barriers How to be a social media success

By Wire services |February 19, 2013

1 min read

Planning and Advice

Use alumni organizations to win prospects

Alumni associations offer a great opportunity to get close to high-net-worth prospects. A British technology firm mapping connections among senior executives explains: “When investment bankers cultivate prospects the initial contact is usually made though the university connection.”

By Bryce Sanders |February 19, 2013

3 min read

Planning and Advice

4 anti-fraud tips for business owners

Having anti-fraud measures can decrease the amount and duration of employee fraud schemes. Here’s what your business owner clients should do.

By Michael McCormack |February 19, 2013

1 min read

Planning and Advice

Area 52: Know your pension adjustments

What advisors need to know about pension adjustments.

By Dean DiSpalatro |February 19, 2013

11 min read

Planning and Advice

Advisor Analysis – Stephanie Holmes-Winton

I would start by asking, "What do you want?" and then "Why" like an incessant two-year-old as long as they can handle it. For example, why does Reza want to retire at 67? It may be because he hates his job, or because his father died at 67, or because that's when he thinks he'll still be healthy and active.

February 15, 2013

2 min read

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