Chinese-speaking Canadian investors will have access to futures contracts on Lind-Waldock website
LifeScripter lets an advisor easily understand a client’s whole story
Website offers resources for newcomers moving to Canada and already in Canada
Site offers news, commentary, educational tools aimed at financial planners
The NBSC’s new program searches the Internet looking for suspicious websites based on a number of confidential indicators
Helping clients and advisors be aware of issues in certain life stages is a major part of financial planning
linkedFA connects advisors with investors and other industry members
Technology expert shares professional social networking tips with FPA members in Dallas
Redesigned website includes expanded training and education resources
New tool prepares Canadians to talk with advisors