Practice

Canadians adopting mobile banking

Is mobile banking the way of the future? While only a small minority have turned to it so far, the trend is growing, says the most recent issue of the Ipsos Canadian Inter@ctive Reid Report. More than one-in-10 online Canadians (12%) have completed transactions using their mobile device in the past three months, shooting up […]

By Staff |July 10, 2012

1 min read

Industry

Connect with Gen Y advisors

Workplaces today include four different age groups: veterans, baby boomers, Gen X and Gen Y. The different dynamics of each group may have you scrambling to tailor your motivation and training tactics.

By Staff |July 10, 2012

2 min read

Planning and Advice

Social media is worth your time

Foster stronger relationships and speed the referral process

July 7, 2012

4 min read

Planning and Advice

Measure your business progress

Don’t let summer vacation derail your development plans

By Tyrone Matheson |July 6, 2012

2 min read

Help clients through bankruptcy

Consumer or personal insolvency can befall anyone. As an advisor, you’re best suited to spot troubling patterns in your clients’ financial behaviour. That’s the first step to steering them away from the brink.

3 min read

Leveraging is risky for clients: IIROC

Inappropriate leveraging strategies are increasingly being recommended to clients, says IIROC’s Business Conduct Compliance examination unit. The group has come across several situations where clients were not provided with enough information about the risks of borrowing to invest. They were also not made aware of the debt servicing obligations they would have to meet after […]

By Staff |July 5, 2012

1 min read

8 ways to improve your website

A website is one of the most important tools you can have. You may use social media or printed materials, but they should lead your audience back to your website. So, it needs to look professional.