Social media

Twitter posts can impact market performance

As Twitter usage grows, compliance officers worry about its impact on financial markets.

June 3, 2013

1 min read

Help clients find you online

Make sure prospects can easily find your website by optimizing your content.

By Melonie Dodaro |May 27, 2013

4 min read

Are you compliant? 9 regulation tips from the OSC

Advisors say they’re spending more than half of their time focusing on compliance, rather than on clients. Here are 10 tips to help you stay ahead of the curve and out of the radar of regulators.

May 17, 2013

2 min read

Tough times for insurance salespeople: CAILBA

A session at the 2013 CAILBA Annual Meeting warned insurance advisors they'll face competition from clients going direct to insurers.

By Staff |May 15, 2013

2 min read