News and resources for Canada's top financial advisors
Wednesday, March 9, 2022 at 1:00 pm ET
Thanks to longstanding and deep-seated stereotypes, women clients are often thought of as lesser investors than their male counterparts, despite research demonstrating otherwise.
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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.
Watch now and earn CE credits
Tuesday, November 23, 2021 at 1:00 pm ET
A retirement portfolio may have to last 30+ years. What are the best strategies for tax-efficient decumulation?
Wednesday, November 17, 2021 at 1:00 pm ET
Asset Allocation ETFs are known as the ETF of ETFs, meaning a collection for underlying ETFs each containing hundreds of securities.
Tuesday, October 26, 2021 at 1:00 pm ET
There are now more than 1,000 ETFs listed in Canada, making it harder than ever to know which products are right for your clients.
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.
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?
Thursday, May 13, 2021 at 1:00 pm ET
With the explosion of ESG and RI investment offerings, you may be justifiably overwhelmed when it comes to choosing the product that suits your clients’ needs.