News and resources for Canada's top financial advisors
Products
Plus, asset managers continue corporate-class windup
By Mark Burgess |August 1, 2023
3 min read
Market Insights
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.
Watch now and earn CE credits → →
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.
Avison Young said it expects availability and vacancy to continue rising in the short term
By The Canadian Press |July 25, 2023
2 min read
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?
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.
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, 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.
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.
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.
Watch now and earn CE Credits → →
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.