Top Stories in Brand Knowledge

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.

• By: Evolve ETFs

Insurance lending: Seize the opportunity for your clients & your practice

In this webinar replay, discover how insurance lending can take your client’s financial plan—and your practice—to the next level.

• By: Equitable Bank
• September 9, 2024 October 18, 2024
• 07:00

Insurance lending: Level up your knowledge to unlock its potential.

In this webinar, discover how insurance lending can take your client’s financial plan—and your practice—to the next level.

• By: Equitable Bank
• August 14, 2023 September 20, 2023
• 08:30

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…

• By: Harvest Portfolios Group Inc.
• September 18, 2023 September 12, 2023
• 08:00

For a smarter portfolio, consider strategic fixed income solutions

A TD Asset Management Inc. specialist explains the changing role of fixed income and looking beyond rate cuts.

• By: TD Asset Management
• October 15, 2024 October 10, 2024
• 07:00

Dividend-paying ETFs showcase power of quantitative equity approach

As investors look for strong dividend income, TD Asset Management Inc. (TDAM) has devised an appealing Canadian exchange-traded fund (ETF) and global ETF to diversify…

• By: TD Asset Management
• October 16, 2023 October 13, 2023
• 08:00

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…

• By: TD Asset Management
• October 17, 2022 October 11, 2022
• 08:30

Achieving work-life balance

How Carte Wealth Management helps advisors succeed professionally and personally

• By: Carte Wealth Management Inc.
• March 19, 2024 March 22, 2024
• 08:00

Products, technology and culture

Two thriving advisors share what they love most about Carte Wealth Management Inc.

• By: Carte Wealth Management Inc.
• January 16, 2024 January 16, 2024
• 09:00

Carte’s digital advantage

How Carte Wealth Management’s top-of-the-line tech empowers advisors to thrive

• By: Carte Wealth Management Inc.
• November 28, 2023 November 23, 2023
• 08:00

Defensive strategies are key for investor success

One of BMO’s Managing Directors discusses how you can shield portfolios from volatility amid market uncertainty and a potential slowdown

• By: BMO Global Asset Management
• May 20, 2025 May 20, 2025
• 08:00

RBC settles internal controls case with SEC, OSC, AMF

Accounting for internal software development violated securities rules

• By: James Langton
• November 2, 2023 November 3, 2023
• 17:09

Finding responsible ETF solutions

More choice means additional evaluation metrics

• By: BMO Global Asset Management
• October 25, 2021 October 15, 2021
• 08:00

Staying ahead as 3 rising trends impact wealth management

Learn how advisors can face these trends more easily with National Bank' support.

• By: National Bank
• June 10, 2024 June 10, 2024
• 07:00

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.

• By: First Trust

The “income” is back in fixed income — here’s why it’s time to embrace it

A CIBC Asset Management fixed income specialist explains how advisors can help their clients to achieve purpose-driven solutions.

• By: CIBC Asset Management
• July 22, 2024 July 22, 2024
• 08:00

Fed plans climate scenario exercise with six banks

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

• By: James Langton
• September 29, 2022 September 29, 2022
• 16:24

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

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.

• By: Manulife Investment Management
• October 12, 2021 October 15, 2021
• 07:00

The Case for Private Markets: The Strategic Role of Alternatives in Today’s Portfolios

In this webinar replay, learn how private markets can enhance diversification, manage risk, and unlock new sources of return in today’s evolving investment landscape.

• By: Sagard
• November 4, 2025 December 11, 2025
• 10:30

Why are passive ETFs a low-cost solution for investors?

Learn how passive ETFs are growing in demand and can complement active strategies

• By: Desjardins
• September 30, 2024 September 30, 2024
• 08:00

Understanding the advantages of net-zero ETFs

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

• By: Desjardins
• October 30, 2023 October 23, 2023
• 08:00

Can dividend funds help clients amid ongoing market volatility?

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

• By: Desjardins
• May 15, 2023 May 9, 2023
• 08:30

Risk management is a “must-have” skill for advisors

Get support with diversification, asset allocation adjustments, and dynamic management.

• By: Beneva
• December 2, 2024 January 6, 2025
• 09:00

The next wave of wealth advisors calls for an entrepreneurial spirit

Experts discuss the benefits of having the right partnerships to transform their businesses for success.

• By: National Bank Financial
• November 25, 2024 November 26, 2024
• 07:00

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.

• By: National Bank Financial
• September 11, 2023 November 2, 2023
• 08:30

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.

• By: National Bank Financial
• May 29, 2023 May 24, 2023
• 08:30

How to support financial planning during uncertain economic times

Activate assets to create cash flow solutions.

• By: Manulife Bank
• February 21, 2023 February 7, 2023
• 07:00

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.

• By: Manulife Bank
• January 16, 2023 January 16, 2023
• 07:00

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.

• By: Manulife Bank
• November 7, 2022 November 10, 2022
• 09:00

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.

• By: Manulife

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

Smarter digital tools for stronger advisor performance

How connected systems and data help advisors work more efficiently and deliver a better client experience

• By: Croesus
• March 16, 2026 March 16, 2026
• 07:00

Croesus Vidia brings investment information to life

A smart solution that turns every report into an opportunity to engage with investors.

• By: Croesus
• November 17, 2025 November 24, 2025
• 07:00

Your PMS must support independent book of record requirements

Canadian wealth managers need an IBOR, and portfolio management systems such as Croesus can help.

• By: Croesus
• April 7, 2025 March 31, 2025
• 07:00

Investment opportunities in essential private alternatives

In this webinar replay, viewers will gain a better understanding of the current investment opportunities available to their clients in real estate and renewable infrastructure.

• By: Skyline
• August 14, 2024 September 25, 2024
• 08:00

Diversifying wealth: Real estate investing through private alternatives

In this webinar replay, learn about the rise of private alternatives as well as real estate investment opportunities within the private alternative space.

• By: Skyline
• September 7, 2023 September 29, 2023
• 08:00

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.

• By: Skyline
• November 14, 2022 January 30, 2026
• 09:00

Challenging the Status Quo of the “Built to Flip” Investment Dealer

Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO discuss the building of an enduring and great investment dealer.

• By: Designed Securities
• September 18, 2023 September 18, 2023
• 08:30

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

Sectors that earned most capital gains created no jobs over 5 years: report

Two sectors made 53% of all corporate capital gains in Canada between 2018 and 2022, data shows

• By: Nojoud Al Mallees, Canadian Press
• August 19, 2024 August 19, 2024
• 08:54

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

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

• By: James Langton
• December 23, 2019 December 23, 2019
• 11:57

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…

• By: RBC Global Asset Management
• June 20, 2019 November 11, 2019
• 07:00

Where are the women advisors?

Why gender equity builds stronger advisory teams.

• By: Sun Life Global Investments
• March 7, 2023 February 28, 2023
• 07:00

Why you should consider active ETFs

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

• By: Fidelity Investments
• October 23, 2023 October 22, 2023
• 08:30

Breaking barriers to diversity, equity, and inclusion

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

• By: Fidelity Investments
• March 21, 2023 March 16, 2023
• 08:30