Technology

Planning and Advice

Man or machine?

Use technology to make time for clients, not cut them out.

February 5, 2013

9 min read

Planning and Advice

Should you get Windows 8? Yes

There’s been a lot of press about the new Windows 8 software, mostly focusing on the removal of the Start menu. This has led some people to forgo the upgrade.

By Kevin Cork |February 5, 2013

3 min read

Industry

Vine becomes the toast of advertising world

Brevity is the soul of Twitter. Having trained millions in the art of 140-word storytelling, Twitter is adding another twist with Vine, an app that allows users to share six-second video clips. And before cynics could wave their dismissive fingers, early adopters like Gap, Malibu, Asos, General Electric and other big brands have got Twitter’s […]

By Staff |February 4, 2013

1 min read

Industry

Montreal firm creates low-cost tablet

Montreal-based tech firm DataWind has created a low-cost tablet computer it says will revolutionize education in the developing world, reports The Daily Beast.

By Staff |January 31, 2013

1 min read

iPad storage boost hits back at Microsoft tablet

Apple has doubled its iPad storage limit, leaving experts wondering if the move is an attempt to compete with Microsoft’s Surface or other tablets, reports ft.com. The latest iPad will go on sale in February — a week before Microsoft’s Surface Windows 8 Pro. While the iPad costs $799 for 128GB of storage, Micrsoft’s product […]

By Wire services |January 30, 2013

1 min read

Canadians embrace online investing

One-in-five Canadians now manage their investments the same way they make purchases: they go online. In fact, 41% research investment options online and 22% manage their investments online, finds a TD Direct Investing poll. Also, 13% invest online more than they did five years ago. Read: Canadians seek online tools and calculators: IEF “Self-directed investing […]

By Staff |January 29, 2013

1 min read

Overcoming social media barriers

Everywhere you look these days, we are all being urged to engage in social media to market our businesses and deepen our relationships with clients. This may sound good but there are some serious barriers preventing advisors in particular from reaching their true potential.

By Jay Palter |January 23, 2013

3 min read

Automatically create PDFs

If you have PDF creation software, save time and create PDFs from other documents without opening them. Do this by setting up automatic drag and drop PDF creation. Follow the steps in the previous tech tip, Print docs without opening them, but use the PDF printer instead of a physical printer. If you have Adobe […]

By David Dagley |January 23, 2013

2 min read

Technology

Man or machine?

Should you get Windows 8? Yes

Vine becomes the toast of advertising world

Montreal firm creates low-cost tablet

When technology takes over

iPad storage boost hits back at Microsoft tablet

Encrypt client statements before emailing

Canadians embrace online investing

Overcoming social media barriers

Automatically create PDFs