Practice

Planning and Advice

How to create a professional LinkedIn profile

LinkedIn should be the primary focus of advisors when it comes to social media.

By Melonie Dodaro |December 6, 2012

3 min read

Planning and Advice

Landing A-list clients

Kendra Sivertson of Sora Group Wealth Advisors, Inc. began building a base of movie-related clients through friends in the industry. They now constitute about 40% of her book.

By Bryan Borzykowski |December 6, 2012

2 min read

Industry

Hackers swipe millions from Eurozone banks

Hackers nab millions from European banks, affecting more than 30,000 customers.

By Wire services |December 5, 2012

1 min read

Industry

IIROC to focus on KYC, risk management

IIROC will focus on building a culture of compliance in the industry in 2013.

By Staff |December 4, 2012

2 min read

Apple escalates patent war against Samsung

Apple loves to keep its rivals under the pump. Just weeks after winning a $1.05 billion patent infringement award against Samsung in a jury trial, the U.S. tech giant is back for more. This time, the two rivals are locking horns over “rounded corners and other elements of smartphone design,” says an FT report. Apple […]

By Staff |December 4, 2012

1 min read

Use tablets in client meetings

Many predict the tablet will replace desktops and laptops. And the recent release of the Windows 8 tablet suggests this trend will continue. Tablets can work well in client meetings to show videos, charts and graphs, and make notes.

By Kevin Cork |December 3, 2012

4 min read

Restrict choice. Get better decisions

“Decisions can be easy when [people can] choose from a well-defined set of options,” says Baruch Fischhoff, a specialist in social and decision sciences at Carnegie Mellon University in Pittsburgh.

By Brynna Leslie |December 3, 2012