Featured Stories from Our Partners

Manage Your Clients’ Assets More Efficiently

Industry Insights

Sponsored

Manage Your Clients’ Assets More Efficiently

Fostering business growth: how the right portfolio management system can help

October 7, 2024

4 min read

Sponsored by
Croesus logo

Partner Content

test

October 2, 2024

Beneva

Women in their 50s need financial advice. Can you provide it?

Build your business by helping women navigate their pre-retirement years

June 3, 2024

3 min read

Industry Insights

Sponsored

Bring a new perspective to family wealth transfer

Wealth transfer is on your clients’ minds. Are segregated funds in their portfolio?

June 3, 2024

1 min read

Sponsored by

Featured Content From Desjardins

View All → →
Understanding the advantages of net-zero ETFs

Industry Insights

Sponsored

Understanding the advantages of net-zero ETFs

Desjardins specialists detail what advisors need to know as the world moves to a net-zero economy

October 30, 2023

4 min read

Sponsored by
Desjardins logo

More articles from Desjardins

Expert Advice

Sponsored

How can clients invest in the climate transition?

Desjardins’ Deborah Debas reveals how clients’ portfolios can benefit from the transition to a net-zero economy.

August 14, 2023

4 min read

Sponsored by
Desjardins Logo

Desjardins Group

Sponsored

Why do investors need both core and thematic ESG funds?

Desjardins’ Deborah Debas details why both types of funds are important to create a holistic, diversified portfolio.

July 31, 2023

4 min read

Sponsored by
Desjardins Logo

Expert Advice

Sponsored

How can advisors better manage KYP and KYC for ESG investments?

Desjardins’ RI Specialist, Deborah Debas, clears up the confusion around KYP, and provides tips on how to utilize both KYC and KYP during the client discovery process.

July 17, 2023

3 min read

Sponsored by
Desjardins Logo

Industry Insights

Sponsored

Can dividend funds help clients amid ongoing market volatility?

A new responsible investment fund aims at providing dividends higher than the benchmark.

May 15, 2023

4 min read

Sponsored by
Desjardins Logo

Industry Insights

Sponsored

Desjardins: A more responsible approach to responsible investing

This interactive infographic outlines the growing demand for responsible investing (ESG) options among Canadians, the unique process Desjardins uses to select companies worth investing in, statistical results on the ESG positive outcomes the Desjardins responsible investment solutions have made, and our approach to partnering with advisors. Read more here

December 5, 2022

1 min read

Sponsored by
Desjardins Logo

Expert Advice

View All → →

Expert Advice

Sponsored

What are buffer ETFs?

Learn how buffer ETFs provide downside protection compared to the market.

April 22, 2024

6 min read

Sponsored by

Expert Advice

Sponsored

Are buffer ETFs suitable for your clients?

Learn how buffer ETFs can benefit investors by integrating risk management into their investment portfolios.

April 22, 2024

6 min read

Sponsored by

Expert Advice

Sponsored

Why investors should consider buffer ETFs

Find out why buffer ETFs can provide a solution in various market conditions.

April 22, 2024

6 min read

Sponsored by

Industry Insights

View All → →

Industry Insights

Sponsored

Manage Your Clients’ Assets More Efficiently

Fostering business growth: how the right portfolio management system can help

October 7, 2024

4 min read

Sponsored by
Croesus logo

Beneva

Women in their 50s need financial advice. Can you provide it?

Build your business by helping women navigate their pre-retirement years

June 3, 2024

3 min read

Industry Insights

Sponsored

Bring a new perspective to family wealth transfer

Wealth transfer is on your clients’ minds. Are segregated funds in their portfolio?

June 3, 2024

1 min read

Sponsored by

A Partner Report from BMO Global Asset Management

Three people in formal business wear meeting and looking at a laptop in workplace setting.View from above of man and woman in business attire in a thoughtful conversation sitting on a bench among plants.Man in hiking outfit stepping between two large rocks with dramatic sunset background.

How One Advisor Doubled His Book in Six Years

April 2, 2024

Sponsored by

The Evolution of Structured Products for the Modern Era

April 2, 2024

Sponsored by

How Structured Notes Entered the Mutual Fund World

April 2, 2024

Sponsored by

Featured Podcasts from our Partners

What Higher-For-Longer Rates Mean For Investors

Fixed Income

What Higher-For-Longer Rates Mean For Investors

CIBC’s chief investment officer discusses bonds, equities and currencies.

Featuring Luc de la Durantaye | October 9, 2023

From
12 min 37 sec | Related Article

Equities

Using Health-Care Stocks For Defensive Positioning

Most of the sector maintains demand across economic cycles, PM says.

Featuring Michal Marszal, CFA | October 2, 2023

From
10 min 22 sec | Related Article

Partner Reports

Sponsored

William Aldridge on Canada

William Aldridge, SVP, Portfolio Manager and Co-Lead of the Mackenzie North American Equities Team, discusses his current view on investing in Canada.

October 3, 2022

6 min read

Sponsored by

Featured Webinars from our Partners

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
Desjardins logo Fidelity logo National Bank Investments logo

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
Broadridge logo

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
Edward Jones logo

Watch now and earn CE credits → →

1 2 3 … 15