News and resources for Canada's top financial advisors
Est. 1998
Market Insights
Data suggests the labour market is slowly normalizing from post-pandemic extremes
By Christopher Rugaber, The Associated Press |August 1, 2023
3 min read
Investors face conflicting signals from economic data, bonds and stocks
By Maddie Johnson |July 31, 2023
4 min read
Active fixed income funds dominated the space in a modest quarter, according to Morningstar
July 26, 2023
2 min read
North American revenues and margins expected to grow even as recession looms
By Staff |July 26, 2023
1 min read
Tuesday, June 20, 2023 at 1:00 PM ET
In this webinar gain deeper insight into current market trends and how today’s inflationary and high-interest rate environment may impact investments.
Watch now and earn CE credits → →
Tuesday, July 18, 2023 at 1:00 PM ET
Advisors are headed towards the largest wealth transfer in history, ensure your clients are properly prepared.
Investors must weigh risks of persistent inflation and a downturn
By Maddie Johnson |July 24, 2023
Thursday, August 26, 2021 at 12:00 PM ET
We know no two firms are alike, and so how can the solutions to make advisors more efficient all be the same?
Wednesday, September 22, 2021 at 1:00 PM ET
We are in the middle of a $68 trillion transfer of the largest intergenerational wealth transfer in history. The way advisors manage Boomers will not automatically resonate with Gen X, Y and Z. Advisors need to realize that they have a once in a career opportunity to not only retain assets but to significantly grow their business by acquiring a new generation of clients.
Wednesday, January 26, 2022 at 1:00 PM ET
A powerful financial tool when used correctly, an Immediate Financing Arrangement (IFA) can help clients acquire additional life insurance policies while keeping their liquidity intact for short or medium-term cashflow needs.
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