2014 CIFPs annual conference
News from the 12th annual national Canadian Institute of Financial Planners conference in Halifax
- June 13, 2014
Latest Special Reports
Social media: The rules of engagement
A three-part series on engaging clients through social media
- April 30, 2014
A ‘trust framework’ primer
Make your clients confident that you are the right advisor for them
- April 9, 2014
Canadian small-cap roundtable
Morningstar columnist Sonita Horvitch moderates a discussion with four fund managers
- April 4, 2014
A closer look at CRM and CRM 2
A web-exclusive series on the Client Relationship Model (CRM) and CRM 2
- April 1, 2014
Ruta’s Rules 2014
Jim Ruta, managing partner, LifeAssist Software, is back by popular demand with pragmatic tips to help you take your business to the next level in…
- March 24, 2014
Litigation risk for advisors
How to avoid, prepare for and deal with litigation in the courts or before regulators
- March 4, 2014