Practice

Timeline for a national regulator: Advisor Audio

Listen and learn. At the 2011 Distributors' Summit presented by Advisor.ca, distributors discussed ways they can work together to help advisors capture the next generation of client and learned from one another how to better assess and respond to risk, engage regulators, and build an environment that's more business friendly in the next decade.

By Staff |October 3, 2011

1 min read

Planning and Advice

Client service trumps higher education

For aspiring advisors, education is only one piece of a very complex puzzle, as industry certifications and experience play a much bigger role in hiring than your university major, recruiters say.

By Raf Brusilow |October 3, 2011

5 min read

Industry

Stay connected with Social Advisor

Whether you Tweet, Facebook or are Linked-In, stay up-to-date with all the latest news in the Social Media space with the new Social Advisor hub on Advisor.ca. With informative columns, how-to articles, forums and breaking social media news, the Social Advisor is the information source for social media newbies and veterans alike.

By Staff |October 3, 2011

1 min read

Planning and Advice

Eight rules for changing dealers

You’ve had it with Your dealer. It’s time to move to one with better service, faster trade clearing, and improved market access. But how will it impact your clients? Here are eight things to consider:

By Richard E. Austin |October 1, 2011

2 min read