Technology

Know the value of social media Fallback Image Decorative pattern

Planning and Advice

Know the value of social media

For some reason, when it comes to social media, logic often goes out the window and otherwise rational business people start asking illogical questions, like “What is the ROI on social media?"

February 29, 2012

1 min read

Canadians under-rate fraud risk Fallback Image Decorative pattern

Industry

Canadians under-rate fraud risk

Victims of financial fraud often approach law-enforcement authorities, financial institutions and credit rating bureaus. However, few think of turning to the one person who’s responsible for their financial well-being: the advisor.

By Vikram Barhat |February 27, 2012

2 min read

The ‘next big thing’ in referrals Fallback Image Decorative pattern

Planning and Advice

The ‘next big thing’ in referrals

This up-and-coming site is currently one of the hottest new tools in social media, and is touted as a powerful referral tools.

February 17, 2012

1 min read

Social enterprise: The future of wealth management Fallback Image Decorative pattern

Industry

Social enterprise: The future of wealth management

Leading advisors are moving to social enterprise. They are using tools and strategies to connect and collaborate with their clients, teams and assistants. Welcome to the social enterprise.

By Vikram Barhat |February 8, 2012

4 min read