Upcoming webinars

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Maximize opportunities: Insurance lending as a key to growing your business

Thursday, April 25, 2024 at 1:00 PM ET

Gain a firm understanding of how insurance lending products can serve as important tools in your client’s portfolio—and your business.

Sponsored by

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Market Insights

What is the future of ESG?

Wednesday, May 8, 2024 at 1:00 PM ET

This virtual roundtable will discuss how ESG will adapt for the future and what investment products and themes could emerge.

Sponsored by

Past webinars

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Market Insights

The opportunities in real estate investing with Hazelview Investments

Wednesday, March 27, 2024 at 1:00 PM ET

As 2023 drew to a close, REITs experienced a significant rally, sparking intrigue among investors following a period of subdued performance driven by weight of higher interest rates. What lies ahead for the asset class in 2024?

Sponsored by

Watch now and earn CE credits

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Your Business

Real talk on mentorship

Wednesday, March 6, 2024 at 1:00 PM ET

This virtual roundtable will provide practical advice on developing and nurturing mentoring relationships

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Watch now and earn CE Credits

Tax Strategies

The right way to draw income in retirement

Tuesday, November 28, 2023 at 1:00 PM ET

This virtual roundtable, which aired live on Tuesday, November 28, 2023, at 1 pm ET and presented by Advisor.ca and Investment Executive, will address current opportunities for retirees amid today’s higher interest rates, as well as the perennial question of when and how to draw that income.

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Watch now and earn CE credits

Products

Helping you solve for today’s income challenges

Monday, November 6, 2023 at 1:00 PM ET

Meeting clients’ income needs and solving for evolving risks. Join us to learn about income solutions for your clients.

Sponsored by

Watch now and earn CE Credits

Products

ETF investing in a high-rate environment

Tuesday, October 17, 2023 at 1:00 PM ET

How can financial advisors use ETFs to meet the challenges and opportunities present in this investing environment?

Sponsored by

Watch now and earn CE credits

Financial Planning

Is your firm SRO-ready?

Wednesday, October 4, 2023 at 1:00 PM ET

Learn how the merger of IIROC and MFDA into CIRO presents a significant opportunity for firms to create client-centric journeys and tailor products for omnichannel distribution.

Sponsored by

Watch now and earn CE credits

Financial Planning

Helping clients make resilient choices to thrive in retirement

Wednesday, August 16, 2023 at 1:00 PM ET

learn about the trade-offs your clients may need to make to manage through curveballs caused by longevity and the new definition of retirement, how they can prepare to be more resilient and still thrive in retirement, and what you need to know to help guide them through it all.

Sponsored by

Watch now and earn CE credits

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Market Insights

Tax & estate planning in action

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.

Sponsored by

Watch now and earn CE credits

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