Market Insights

Sustainable fund flows slow in Q2

Active fixed income funds dominated the space in a modest quarter, according to Morningstar

July 26, 2023

2 min read

Market Insights

Corporate finances to defy economic gloom: Fitch

North American revenues and margins expected to grow even as recession looms

By Staff |July 26, 2023

1 min read

Market Insights

Investing in times of market volatility

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.

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Edmonton downtown, James Macdonald Bridge and the Saskatchewan River at night

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.

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Market Insights

Impact of rate hikes on fixed-income investors

Investors must weigh risks of persistent inflation and a downturn

By Maddie Johnson |July 24, 2023

3 min read

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Market Insights

How to make your wealth management practice more efficient

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?

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Market Insights

Technology ABCs for managing the XYZs

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.

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Market Insights

Optimize cash-flow and life insurance with an immediate financing arrangement

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.