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Court.
From the Regulators

RBC settles internal controls case with SEC, OSC, AMF

Accounting for internal software development violated securities rules

Finding responsible ETF solutions

More choice means additional evaluation metrics

Inverted yield curve may not be as bad as you think

That rates will take off is no longer a certainty: BlackRock

Unlocking the potential of smart beta for your clients

Smart beta: a powerful tool to meet specific client objectives

Open Banking: Wealth Management’s Next Growth Opportunity

In this webinar, learn how open banking is poised to bring innovation to wealth management firms’ business models by enabling them to create more personalized…

  • By: Croesus
  • April 11, 2023 May 10, 2023
  • 07:00

How can modern rebalancing improve your business?

In the webinar replay, learn how recent innovations in portfolio rebalancing now include value-added features that improve the productivity of professionals and wealth management and…

  • By: Croesus
  • August 15, 2022 November 15, 2022
  • 07:00

Artificial Intelligence: Opportunity or Threat?

Will the financial world of tomorrow be driven by AI or do humans still have a part to play?

  • By: Croesus
  • November 23, 2017 November 15, 2019
  • 09:30

Fed plans climate scenario exercise with six banks

Pilot program in 2023 will test effects of climate risks on banks' businesses

FCAC introduces new consumer protection advisory committee

The committee members will work broaden stakeholder engagement beyond traditional players

  • By: Leah Golob
  • March 29, 2018 November 12, 2019
  • 16:03

Using alternative investment strategies to strengthen your clients’ portfolios

How to find alternative solutions to help you address today's significant investment challenges

Keeping connected through uncertain times

It’s time to rethink your outreach as clients seek advice, trust and empathy.

Help your clients create the legacy they want

Intergenerational wealth planning is critical to their success … and yours

Use it or lose it: Tax changes are coming for prescribed annuities

Get a big tax break for clients … but only until year’s end

CPPIB investing US$147.4 million for 45% stake in Santa Monica Business Park

She said Santa Monica makes for an attractive market with strong demand driven by technology and media firms in the area

Use ETFs to build and tweak your portfolios

You might know TD Asset Management Inc. (TDAM) for its capabilities in fixed income, fundamental equity, and quantitative income strategies. They also have one of…

What does the future hold for the technology sector?

In this webinar replay, gain a better understanding of what’s happening in the technology sector, where it’s heading and why you should be paying attention

Investment outcomes are everything to retirees

What do retirees need from their advisors and asset management firms? We asked Anna Castro, a senior portfolio manager at TD Asset Management Inc.

Invest more, worry less. The value of segregated funds when markets turn volatile.

In this webinar replay, learn how to maximize the segregated fund value proposition when investors get anxious.

When the going gets tough: The value of disability insurance for Canadian business owners

In this webinar replay, learn how to protect your business-owner clients in a slowing economy.

Disability Insurance: How to sell a product Canadians don’t understand they need

In this webinar replay, Caitlin Bowie explains how advisors can handle common objections by clients, who often underestimate the risk of a disability and aren’t…

Can dividend funds help clients amid ongoing market volatility?

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

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,…

  • By: Desjardins
  • December 5, 2022 December 1, 2022
  • 08:30

First home savings get a boost

FHSAs provide new planning opportunities for advisors and their clients.

  • By: Desjardins
  • November 21, 2022 November 17, 2022
  • 09:00

Understanding CDIC coverage of brokered deposits

In this webinar replay from August 30, 2018 learn about deposit coverage requirements, with a focus on coverage rules for brokered deposits.

  • By: CDIC
  • August 30, 2018 November 16, 2019
  • 09:33

Changing the conversation

Building stronger relationships through goals-based investing

  • By: London Life
  • February 27, 2019 November 17, 2019
  • 09:15

Beware of income investing blind spots

In this webinar replay, a panel of experts explain how your clients' current investing approach might not be sufficient and how to remedy this.

How megatrends lead to investment themes that lead to alpha

Seismic long-term changes can provide tomorrow’s opportunities

  • By: Manulife
  • April 16, 2019 May 7, 2020
  • 14:00

RBC iShares has already shaken up the ETF market – what’s next?

A conversation with RBC GAM Inc.’s Doug Coulter and iShares Canada’s Pat Chiefalo

U.S. broker sanctioned for failing to guard against market manipulation

FINRA, U.S. exchanges found Credit Suisse failed to oversee direct access clients

Exploring a world of opportunities in fixed income markets

Interview with Dagmara Fijalkowski, SVP, Senior Portfolio Manager and Head of Global Fixed Income & Currencies at RBC GAM, and Karen McNally, Vice President and…

With refreshed ETF themes, Middlefield aims to outperform

Income strategies look to pay out high risk-adjusted total returns.

  • By: Middlefield
  • October 3, 2022 November 15, 2022
  • 07:00

Diversification, Risk Management and Private Equity in Real Assets

Middlefield Group specialists provide insights into latest developments in real estate, infrastructure

  • By: Middlefield
  • January 27, 2020 January 10, 2020
  • 07:00

The Next 10 Years in 45 Minutes

In this webinar replay, learn how to maximize the growth potential of investing in disruptive innovation.

Giving your client the retirement outcome that they can live with

In this webinar, learn how product can allow advisors to design returns that meet the risk appetites of their clients.

Leveraging behavioural science in today’s economy

In this webinar replay, experts demystify behavioural science and its impact on financial decision-making

This Is Your Brain On Finance

In this webinar replay, attendees will learn fascinating insights into the neuroeconomic drivers of investor behaviour, and how you can keep HNW clients on a…

Canaccord Genuity’s net income plummets in latest quarter

Overall revenue was also down year over year, but North American wealth management revenue was up slightly

  • By: IE Staff
  • November 3, 2022 November 3, 2022
  • 12:29

Let’s talk about tomorrow

Investing for returns while reshaping the future

  • By: Canada Life
  • November 24, 2021 November 24, 2021
  • 08:00

Demystifying ESG: Does ESG investing drive better performance?

Environmental, social and governance (ESG) investment strategies are often marketed with claims that they can outperform in terms of risk-adjusted returns. In this webinar, J.P.…

Why are Target Outcome ETFs changing traditional investing?

In this webinar replay, attendees will hear from one of the creators of this strategy and learn about trading and pricing of ETFs.

The new normal: lessons learned through 20+ years in the financial services industry

In this webinar replay, two industry experts share their story of working in the industry and discuss their motivations and challenges.

Making Managed Programs Do More

Given the challenges advisors face navigating complex markets and a burgeoning regulatory environment, here’s how switching over to Franklin Quotential can help free up time…

What’s on the investment horizon for 2022?

Franklin Templeton Investment Solutions takes a look ahead at the prospects for equities, inflation, emerging markets and more.

Understanding the Rise of ESG

This segment of the investment industry has experienced rapid growth in recent years, leading to some misconceptions on what ESG really means for investors.

Why healthcare, now?

In this webinar replay, understand the short term catalysts & long term permanent and non-cyclical macro drivers in the Healthcare Sector.

What will be the new normal for the office market?

As pandemic restrictions are gradually being lifted and a return to the office starts to take shape, property owners are hard at work listening to…

ESG disclosure moves forward but investors still want more

More and more companies tell investors on how environmental, social and governance (ESG) factors can affect their business. How close are we to compulsory disclosure…

Expanding opportunities for accessing innovation

Join Invesco for a webinar discussing expanded opportunities for accessing innovation on the Nasdaq

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.

A vision rooted in our decisions

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

Now is the time for green bonds

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

The case for active fixed income investing

With fear of higher inflation growing, now is the time to take an active approach to fixed income investing.

Protect your clients’ estates from inflation

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

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.

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

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.

How to support financial planning during uncertain economic times

Activate assets to create cash flow solutions.

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.

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.

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.

Three tax, retirement and estate planning hidden gems.

In this webinar, learn how three tax, retirement and estate planning tips help advisors position complex cases using insurance and investment solutions.

  • By: Empire Life
  • February 23, 2023 April 11, 2023
  • 07:00

Where are the women advisors?

Why gender equity builds stronger advisory teams.

Breaking barriers to diversity, equity, and inclusion

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