Globe Advisor

Cybersecurity breaches should put financial professionals on alert

Firms should implement policies for advisors that include password changes, to what data can be taken out of the office, along with technology protection for devices

Five ways to attract clients

Julie Littlechild, founder of Absolute Engagement, coaches financial advisors across Canada in the art of building their client bases by providing extraordinary service

Proposed tax changes could have a big impact on U.S. citizens living in Canada

If the new bill passes, it would give non-resident U.S. citizens exemptions from paying taxes in the U.S. on their foreign income

Unique strategies required for ‘flexforce’ workers

Clients who work in the gig economy need to achieve the right balance between managing their short-term and long-term financial goals

How couples can bring their finances together

For couples that have taken the next step, coming up with ways to pool their finances need not be daunting – or unromantic

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Cybersecurity breaches should put financial professionals on alert

Five ways to attract clients

Proposed tax changes could have a big impact on U.S. citizens living in Canada

Unique strategies required for ‘flexforce’ workers

How couples can bring their finances together

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Commodities

Markets

Economic Calendar

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Small Business

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Quick links

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Article text size

Globe Advisor

Cybersecurity breaches should put financial professionals on alert

Five ways to attract clients

Proposed tax changes could have a big impact on U.S. citizens living in Canada

Unique strategies required for ‘flexforce’ workers

How couples can bring their finances together

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