Social media

Turning social media leads into clients Fallback Image Decorative pattern

Technology

Turning social media leads into clients

Fewer than one-third of advisors surveyed had a defined marketing strategy

By Staff |December 14, 2022

2 min read

Recruiting, retaining assistants isn’t getting any easier Recruiting, retaining assistants isn’t getting any easier

Industry

Recruiting, retaining assistants isn’t getting any easier

Tips for filling an evolving role

By Todd Humber |October 12, 2022

4 min read

IOSCO takes on the risks of innovation IOSCO takes on the risks of innovation

Industry

IOSCO takes on the risks of innovation

New guidance tackles risks posed by finfluencers, gamification, social media

By James Langton |October 12, 2022

3 min read

Paid social media posts result in BCSC sanctions Paid social media posts result in BCSC sanctions

Industry

Paid social media posts result in BCSC sanctions

Earlier this year, the regulator settled with other clients of the same marketing firm for similar allegations

By James Langton |September 20, 2022

2 min read