Social media

Industry

Top Twitter feeds for advisors

Advisor.ca’s colleagues at Conseiller.ca in Quebec have assembled a list of the best Twitter feeds for advisors.

By Guillaume Jousset |December 12, 2014

3 min read

Industry

Twitter CFO accidentally tweets about acquisition

The company executive accidentally sent a tweet about a potential acquisition

November 25, 2014

1 min read

Industry

Advisors embracing online tech

Advisors are turning to technology as they look for ways to better serve investors. Here are the top platforms they're using.

By Staff |October 27, 2014

2 min read

Planning and Advice

6 tips for attracting new clients on LinkedIn

When it comes to prospecting, mass marketing is out and relationship building is in. Here are six tips for making the most out of your opportunities on LinkedIn.

By Maureen McCabe |August 20, 2014

5 min read

Most advisors aren’t keeping up with tech

While advisors spend most of their time using computers, 56% say they don’t have integrated technology or processes in place to deliver a consistent client experience across their firm, finds a survey by SEI.

By Staff |June 6, 2014

2 min read