Practice

5 ways to beat a prospecting slump

You’re trying to reel in new clients, but none of the prospecting strategies you’ve used have worked. Give these strategies a try when you feel tapped out.

By Bryce Sanders |October 21, 2013

3 min read

Understanding CRM II’s performance reporting requirements

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. The rules associated with Phase II of the Client Relationship Model (CRM II) were finalized earlier this year. Among other requirements, CRM II requires dealers and portfolio advisors to provide investment performance reports to their clients every year. Implementation […]

By André Fok Kam |October 18, 2013

19 min read

Ontario mulls a public pension plan

Canada’s largest province is thinking about becoming the first to create its own pension plan, reports the Globe and Mail.

By Staff |October 16, 2013

1 min read

Apple isn’t dodging taxes, says SEC

Even though members of the U.S. Congress continue to believe Apple isn’t paying as much tax as it should, the SEC recently stated this wasn’t the case. Read: How Apple paid almost no tax In fact, Forbes is reporting that as far as the SEC is concerned, Apple isn’t dodging taxes — it’s simply delaying […]

October 16, 2013

1 min read