Industry Insights | Advisor.ca

Through Industry Insights, Advisor.ca would like to offer its readers the latest advice from businesses wishing to share their industry expertise. Content is produced by the Content Solutions team in collaboration with the company. Advisor.ca journalists are not involved in writing these articles. For more information, contact content.solutions@newcom.ca.

Croesus

Manage Your Clients’ Assets More Efficiently

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Manage Your Clients’ Assets More Efficiently

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

October 7, 2024

4 min read

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Beneva

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

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

More content from Beneva

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Build your credibility with ESG

Environmental, social, and governance (ESG) factors likely align with many of your clients’ values. In this article, Matthew To, Senior Director of Business Development for Investments at Beneva, explains why you should integrate ESG criteria into your investment selection process — and how to do it.

November 6, 2023

4 min read

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Canada Life

Bring a new perspective to family wealth transfer

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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

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Get clients retirement ready amid a pandemic

Canada Life Risk-Managed Portfolios offer a managed solution for a smoother investor experience.

May 18, 2021

5 min read

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National Bank Investments

Net Zero: Seizing the opportunities of an economy in transition

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Net Zero: Seizing the opportunities of an economy in transition

How adopting emission reduction targets can benefit investors

May 13, 2024

3 min read

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More content from National Bank Investments

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Artificial intelligence as a catalyst for responsible investment

Artificial intelligence and responsible investment: what is the link?

September 25, 2023

3 min read

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Investing in a sustainable future: NBI’s climate-conscious portfolio

Why NBI’s sustainable lineup is ideal for investors who are looking for environment-friendly solutions.

May 8, 2023

3 min read

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A vision rooted in our decisions

A focus on top portfolio managers and the United Nations Sustainable Development Goals is crucial.

October 11, 2022

2 min read

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Now is the time for green bonds

These instruments preserve capital, offer stable income and protect against volatility.

May 9, 2022

3 min read

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What’s the key to ESG investing?

Advisors have a great opportunity to share their knowledge with clients

October 7, 2021

3 min read

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Desjardins

Understanding the advantages of net-zero ETFs

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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

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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

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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

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First home savings get a boost

FHSAs provide new planning opportunities for advisors and their clients.

November 21, 2022

4 min read

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Protect your clients’ estates from inflation

GIFs that have guaranteed inflation protection can help clients leave more of their estates to their loved ones.

November 9, 2021

4 min read

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Fidelity Investments

Why you should consider active ETFs

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Why you should consider active ETFs

Fidelity Investments Canada details what you should know when considering active ETFs.

October 23, 2023

5 min read

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Breaking barriers to diversity, equity, and inclusion

Fidelity Investments Canada’s Najma Pilgrim outlines the keys to a successful DEI approach.

March 21, 2023

4 min read

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Sun Life Global Investments

Is 65 the new 45?

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Is 65 the new 45?

Canadians today are facing the longest retirements ever.

October 17, 2023

1 min read

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More content from Sun Life Global Investments

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Where are the women advisors?

Why gender equity builds stronger advisory teams.

March 7, 2023

1 min read

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Harvest Portfolios Group Inc.

State of the healthcare sector ahead of 2024

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State of the healthcare sector ahead of 2024

The US healthcare sector offers non-cyclical growth drivers, but the coming election raises concerns. The portfolio manager behind Canada’s largest US Healthcare ETF addresses those concerns and explains why both short and long-term positivity for the sector remains intact.

September 18, 2023

4 min read

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National Bank Financial

Why National Bank Financial – Wealth Management’s collaborative culture stands out from other brokerages

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Why National Bank Financial – Wealth Management’s collaborative culture stands out from other brokerages

Two advisors share why they made the move to NBFWM two years ago.

September 11, 2023

4 min read

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What makes National Bank Financial – Wealth Management unique from other brokerages?

Support from management and first-in-class technology are just a few of the reasons why one advisor made the transition.

May 29, 2023

3 min read

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Why this wealth advisor moved to National Bank Financial – Wealth Management

With a corporate structure that supports advisors at all levels, NBFWM offers a chance for growth

September 27, 2022

4 min read

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Why National Bank Financial – Wealth Management stands out from other brokerages

The infrastructure of a bank, but with a boutique feel, NBFWM offers broad services and security for clients.

January 17, 2022

4 min read

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What makes National Bank Financial – Wealth Management a key player?

A unique culture and access to the latest technology create an opportunity for advisors to grow their businesses

November 15, 2021

4 min read

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Manulife Bank

How to support financial planning during uncertain economic times

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How to support financial planning during uncertain economic times

Activate assets to create cash flow solutions.

February 21, 2023

1 min read

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More content from Manulife Bank

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How high-net-worth clients can leverage insurance to enhance cash flow

Manulife Bank strategies to address growing insurance needs while freeing funds for investing.

January 16, 2023

1 min read

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Wealth preservation with an eye to the future

How Manulife Bank helps clients navigate the costs of growing their families.

October 31, 2022

1 min read

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Help your clients tap into an ample source of ready retirement income

Manulife One turns home equity into an active asset.

October 18, 2022

4 min read

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How can bank deposits bring value to an advisor’s client relationships?

Lysa Fitzgerald, Vice President of Sales at Manulife Bank, explains why it’s worth engaging with clients on their banking needs.

October 3, 2022

4 min read

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Wealth decumulation into retirement

How Manulife Bank can prepare your clients for their first steps into retirement

September 13, 2022

1 min read

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Franklin Templeton

A Flexible Approach to Generating Predictable Income

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A Flexible Approach to Generating Predictable Income

Provide clients with predictable, flexible, and tax-efficient investment income that will suit them to a “T” —even in these markets.

December 12, 2022

5 min read

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Skyline Wealth

Private alternative investments may hedge against volatility

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Private alternative investments may hedge against volatility

Skyline Wealth’s private alternative investment offerings give retail investors access to institutional-quality real estate and clean energy assets.

November 14, 2022

3 min read

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Manulife

Opportunities for financial advisors in guaranteed-issue health and dental insurance

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Opportunities for financial advisors in guaranteed-issue health and dental insurance

A white paper on the growing need for guaranteed-issue health and dental insurance among Canadians

June 6, 2022

1 min read

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More content from Manulife

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Putting ESG at the centre of investing

Environment, social and governance performance is about risk management and resiliency, says Manulife Investment Management.

May 10, 2021

5 min read

NEI

New clean infrastructure fund aims for growth, dividends, and impact

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New clean infrastructure fund aims for growth, dividends, and impact

NEI Clean Infrastructure Fund expands NEI’s suite of impact investment funds and helps investors ride the “massive secular shift” towards clean electricity infrastructure.

March 14, 2022

5 min read

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Decorative pattern

Executive moves this week

Canaccord recruits, while Manulife and PSP Investments announce retirements

By Katie Keir |February 15, 2022

2 min read