Engage clients with daily blogging

David Allard, portfolio manager, Bell Allard Wealth Management at ScotiaMcLeod, describes how to create a blog that provides daily communication and updates to clients. Allard gives his tips on how to create a blog that is relevant, interactive and time-effective. He spoke with Dan Richards of Client Insights.ca at the CIFPS Conference in Vancouver in June 2012.

By: Dan Richards, David Allard
February 16, 2013 October 30, 2019
06:30

Insurance advisors share industry sentiment and needs (charts)

Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

By: Katie Keir, Emily Fox
February 12, 2024 July 9, 2024
00:14

Hot housing market gives some Canadians cold comfort

Housing costs are a growing worry, BMO index finds

By: IE Staff
March 17, 2022 March 17, 2022
15:02

Canadian ETFs enter the metaverse

New funds hold several big names found in broad U.S. stock indexes

By: Rudy Luukko
January 24, 2022 January 24, 2022
00:15

Staying connected as Covid persists

Effective communication, whether digital or in person, remains key to strong client/advisor relationships

By: Maddie Johnson
January 24, 2022 January 24, 2022
00:07

Today's top stories

Statistics Canada reports real GDP grew 0.3% in October

The agency's estimate for November indicates real GDP fell 0.1%

By: The Canadian Press
December 23, 2024 December 23, 2024
09:26

NBF settles supervisory allegations with MX

Firm failed to fully investigate potentially manipulative trading by an ex-employee

By: James Langton
December 23, 2024 December 23, 2024
09:10

Tribunal sets sanctions in record crypto fraud

Panel orders more than US$50M in disgorgement, plus $5M in penalties and costs

By: James Langton
December 20, 2024 December 20, 2024
16:53

Industry moves this week

2025 board members named for key OSC committee, FID, while IFBC’s Susan Allemang retires after 20 years

By: Alisha Hiyate
December 20, 2024 December 20, 2024
16:39

Winning Strategies 2013