Expert Advice from Edward Jones
Dive into a series focused on how our industry is adapting to meet new advisor and client needs.
- May 15, 2023
What is Expert Advice?
Investment and advisory experts answer your most pressing questions. Have a question? Please email annachristina@newcom.ca. Advisor's Edge journalists are not involved in writing these articles.
Latest Expert Advice
Saving Insights From Beneva
This two-article series from Beneva shares fresh ways to discuss saving with clients.
- January 16, 2023
Expert Advice from Equitable Bank
This Expert Advice from Equitable Bank, Canada’s Challenger BankTM, will offer practical insight into unique wealth solutions and planning strategies to help clients navigate the…
- November 21, 2022
Insurance Insights from Beneva
This new two-article series from Beneva shares fresh ways to discuss insurance with clients.
- October 24, 2022
Expert Advice from Manulife Insurance
For a business and its owners, planning, insurance and financial health are connected. Large cases can often be complex. Clients want smooth processes, hands-on support…
- August 22, 2022
Expert Advice from Invesco
This new series from Invesco addresses how ESG factors can be incorporated into portfolios to meet growing investor demand.
- June 27, 2022
Expert Advice from Beneva
This new series from Beneva looks at how concerns about market returns and inflation are increasing interest in segregated funds that offer guarantees at a…
- January 10, 2022
Expert Insurance Lending Advice from Manulife Bank
This Expert Advice series from Manulife Bank explores the benefits of strategic lending solutions involving permanent life insurance. Clients, and often their advisors too, aren’t…
- December 13, 2021
Expert Investment Advice From Desjardins Group
This series from Desjardins Group provides simple, holistic strategies that can help your clients. Since Desjardins was founded in 1900, the organization has always taken…
- October 21, 2021
Expert insurance advice from Canada Life
This Expert Advice from Canada Life™ will answer questions about how Canada Life is helping advisors provide customized term insurance for their clients and help…
- April 6, 2021
Expert Wealth Advice from Canada Life
This Expert Advice series from Canada Life takes a closer look at the company’s wealth business—including how their insurance offering puts them in a unique…
- April 6, 2021