Planning and Advice

Advisor confidential | Olivia Woo

My experience has taught me never to make assumptions about the status or net worth of the people I meet. I’m at my professional best with everyone.

By Kanupriya Vashisht |May 1, 2012

2 min read

The key to serving female clients

Despite their greater role in household financial decisions, the male-dominated financial services sector has been struggling to deliver what women want.

By Vikram Barhat |April 26, 2012

3 min read

Social media: Biggest risk is ignoring it

The introduction of social media capabilities within an organization creates an opportunity to increase awareness of an organization and improve brand awareness.

By Vikram Barhat |April 20, 2012

3 min read

Tablet offers more features for advisors

If you’re shopping for a BlackBerry PlayBook, the new version has more features relevant to advisors.

By Kevin Cork |April 19, 2012

3 min read