Technology

Money-saving apps for clients Fallback Image Decorative pattern

Industry

Money-saving apps for clients

Advisors know that small changes can add up to big savings for clients. Smartphones make it easier for your clients to use technology to save money and track spending. Flipp Flipp is a free app that can be downloaded onto Android, Apple and BlackBerry devices. The Flipp app aggregates flyers from retail stores that can […]

By Lisa MacColl |April 8, 2016

2 min read

How to create a $100 back office Fallback Image Decorative pattern

Planning and Advice

How to create a $100 back office

A look at back-office administrative services

April 8, 2016

5 min read

A peek into one bank’s “innovation lab” Fallback Image Decorative pattern

Industry

A peek into one bank’s “innovation lab”

TD was an early adopter of the innovation lab model, tasking a Kitchener-based skunkworks with proactively disrupting its own business

By Carol Toller, Canadian Business |March 4, 2016

2 min read

Cannabis industry gets equity crowdfunding portal Fallback Image Decorative pattern

Industry

Cannabis industry gets equity crowdfunding portal

Cannabis and crowdfunding are coming together with the launch of an equity crowdfunding platform for marijuana businesses.

By Staff |March 4, 2016

1 min read