News and resources for Canada's top financial advisors
Wednesday, November 16, 2022 at 1:00 PM ET
Inflation has soared in the past year. While this has affected all clients, retirees and pre-retirees are particularly challenged.
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Products
Tuesday, October 25, 2022 at 1:00 PM ET
Stocks and bonds have had a tough year. While ETFs are by no means insulated from market volatility, they can be well suited to a jarring investing climate due to their low cost, tax efficiency and accessible diversification.
Market Insights
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.
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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.
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.
Your Business
Wednesday, March 9, 2022 at 1:00 PM ET
Thanks to longstanding and deep-seated stereotypes, women clients are often thought of as lesser investors than their male counterparts, despite research demonstrating otherwise.
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, November 23, 2021 at 1:00 PM ET
A retirement portfolio may have to last 30+ years. What are the best strategies for tax-efficient decumulation?
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