Practice

An advisor’s guide to online marketing

There’s no question that social media websites have changed the marketing world, but how can an advisor take advantage of the vast reach of the internet?

By Staff |February 7, 2012

2 min read

Planning and Advice

How to advise business owners

Your clients are successful business owners. They’ve invested years and the bulk of their financial assets into the business they’ve grown. But helping clients move on from the company they’ve built can be daunting.

By Dave Zimmel |February 6, 2012

5 min read

Industry

Facebook files for $5 billion IPO

The world's most popular social network has filed for an IPO of $5 billion, launching the process for its highly anticipated stock market debut.

February 2, 2012

1 min read

Planning and Advice

Buffer your business with sound insurance

Appropriate insurance can buffer your business against certain unforeseen risks. Unlike insuring a house or an automobile, insuring a business requires a more holistic approach.

By Tyrone Matheson |February 1, 2012

3 min read

Advisor confidential | Anna Nemeth

In one meeting you may be serving the CEO of a Fortune 500 company; in the next, someone who’s won a lottery, and has never invested before. So [present] information each would find useful.

2 min read

Questions for older clients

The definition of capable differs from province to province. Having capacity to manage a stock portfolio is a decision for the client to make along with his power of attorney and a qualified third party (usually a healthcare provider). You must always assume clients are capable of making a decision.

February 1, 2012

3 min read

Fraud in dental and other professional offices

Your business-owner clients may be at risk. Instances of fraud and misconduct happen in every industry or business sector. Many perpetrators target professional practices, particularly dental offices.