Social media

Estate Planning

Protect clients’ digital estates

Help executors avoid disputes over digital family legacies.

November 5, 2013

6 min read

Economic Indicators

Small business owners flocking to social media

Small business owners in Canada are becoming increasingly tech savvy, finds a BMO Bank of Montreal report, and their social media use is surging.

By Staff |October 25, 2013

1 min read

Industry

Apple isn’t dodging taxes, says SEC

Even though members of the U.S. Congress continue to believe Apple isn’t paying as much tax as it should, the SEC recently stated this wasn’t the case. Read: How Apple paid almost no tax In fact, Forbes is reporting that as far as the SEC is concerned, Apple isn’t dodging taxes — it’s simply delaying […]

October 16, 2013

1 min read

Economic Indicators

Twitter announces IPO in a tweet

Twitter wants to go public and has filed an initial public offering with the Securities and Exchange Commission, the company announced yesterday.

September 13, 2013

1 min read

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

What if you share a name with a criminal?

Financial services consultant Jeff Thompson* was crossing the U.S. border a few years ago when his vehicle was surrounded by armed border guards and his entire family ordered to step out. They told him his youngest son shared a name with a fugitive.

5 min read