Compliance

7 ways to protect client data Fallback Image Decorative pattern

Planning and Advice

7 ways to protect client data

Data security policies aren’t foolproof. So financial data tech experts advise that you always assume your clients’ information is vulnerable.

November 5, 2013

2 min read

Help clients understand your title Fallback Image Decorative pattern

Industry

Help clients understand your title

IIROC has launched a glossary of the financial certifications used by advisors.

By Staff |October 30, 2013

1 min read

Compliance roundup Fallback Image Decorative pattern

Industry

Compliance roundup

OSC wants more women on corporate boards

By Staff |September 17, 2013

6 min read

Get new clients by tweeting Fallback Image Decorative pattern

Planning and Advice

Get new clients by tweeting

You’re stuck in a prospecting rut. One of your colleagues mentions she uses Twitter to get her name before the public, and credits her tweets with bringing her two new clients in the last month. You’ve been wary about entering the Twitterverse because you’ve little experience with social media. What should you talk about to gain clients and prove you’re an influencer? And what shouldn’t you tweet?

By Rosemary Smyth |September 4, 2013

3 min read