News and resources for Canada's top financial advisors
Est. 1998
Products
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.
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Market Insights
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.
Wednesday, March 31, 2021 at 1:00 PM ET
Canadians on the brink of retirement often face hard choices about when to start drawing down their savings.
Tuesday, March 9, 2021 at 1:00 PM ET
The pandemic brought with it a recession that has disproportionately affected women, particularly women of colour. This could be a business risk: extensive research also shows correlations between diversity within firms and improved financial performance of those firms.
Wednesday, November 18, 2020 at 1:00 PM
In this webinar that aired live on Wednesday, November 18, 2020 1:00 pm ET, presented by RBC Insurance, advisors will learn how to address the disability insurance needs of working Canadians by their profession (healthcare workers, tradespeople, freelancers, small business owners and more).
Tuesday, October 20, 2020 at 12:00 PM ET
While responsible investing has been gaining traction among institutional investors for many years, individual investors and advisors continue to cite their unfamiliarity with environmental, social, and governance (ESG) factors as a major impediment to adoption.
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