Practice

Planning and Advice

2 timeless prospecting ideas

Let’s revisit two ideas that have helped advisors for decades.

By Bryce Sanders |October 22, 2012

2 min read

Planning and Advice

A simple way to improve communication

People hate confrontation, but if they let issues simmer, they'll never be resolved.

By Kim Poulin |October 19, 2012

2 min read

Planning and Advice

6 tips to improve your productivity

Evernote is a software platform that can help advisors improve their productivity. Here’s how.

By Kevin Cork |October 19, 2012

2 min read

Industry

SEC proposes rules for security-based swap dealers

The SEC is proposing capital, margin, and segregation requirements for security-based swap dealers, as well as major security-based swap participants.

By Staff |October 18, 2012

1 min read

Android smartphone users beware

You may not want to ditch your iPhone or BlackBerry in favour of an Android smartphone just yet. There have been recent malware attacks targeting the operating systems of phones from Samsung, HTC, Pantech, and Motorola, reports Forbes. Read: Protect your corporate network One malware, Loozfon, uses a bogus work-at-home opportunity promising a profitable payday […]

By Wire services |October 18, 2012

1 min read