Investments

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.

Sponsored by
Equitable Bank

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Market Insights

Answering your biggest ESG questions

Tuesday, May 10, 2022 at 1:00 PM ET

The past six months have seen a flurry of activity in the ESG space, making it challenging to keep up, even for experts.

Sponsored by
Manulife logo National Bank Investments logo NEI logo Sun Life Global Investments logo

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Market Insights

Investing in real estate: why and how

Thursday, May 26, 2022 at 3:00 PM ET

Adding real estate to your portfolio can enhance income, improve diversification and provide an excellent hedge against inflation.

Sponsored by
Hazelview logo

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Market Insights

Improve productivity with next-generation rebalancing

Wednesday, October 19, 2022 at 11:00 AM ET

The new generation of portfolio rebalancing solutions offers innovative features that significantly help wealth management teams and compliance professionals increase their daily productivity.

Sponsored by
Croesus logo

Watch now and earn CE credits → →