New apps enable your devices to work with business and household tech systems to perform a multitude of otherwise time-wasting functions, from tracking your mileage and your work hours to turning off the basement lights
The technological revolution will have a profound effect on the way advisors run their businesses - from compensation models and compliance to products. The way you handle that change will make or break your practice
Here are five strategies to help you get more from periodic review meetings and leave your clients with a positive feeling about seeing you. They will be more willing to attend your next meeting
In the post-CRM2 era, clients and regulators are demanding transparency from advisors. Your best response is to turn this obligation into an opportunity to show your clients what you do for them
Russia has been battling low oil prices and political sanctions, but may be heading into more positive territory
Today, many client portfolios are chaotic - and costly
But portfolio managers say there are many risks, including the performance of China's economy
BCE's management is committed to raising dividends. This helps make the stock a reasonable alternative to bonds
A big market shock could trigger a rush for cash as happened in the crisis of 2008
Residents of Tiny Amherst Island, near Kingston, Ont., have lost a mighty battle. At stake: wind turbines – a flashpoint wherever they rear their pointy heads. While the island covers only 65 square miles, the dispute puts a sharp focus on big issues plaguing the Ontario government: the soaring cost of electricity; a bungled attempt […]