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A win/win proposition

Clients don’t have to give up returns to embrace RI

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Making an impact

Once a misunderstood niche area of RI, impact investing is attracting attention and assets

  • By: Katie Keir
  • December 16, 2019 November 18, 2019
  • 00:01
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Lifting the veil on RI screening

There is wide variation when it comes to how managers choose RI investments

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The ABCs of ESG

Environmental, social and governance issues are the three pillars of responsible investing

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What is responsible investing, anyway?

Learn the background behind a concept that is much more than a passing trend

  • By: Leah Golob
  • November 4, 2019 November 9, 2019
  • 00:02

A different frame

HNW clients want guidance on the complex challenges that wealth can bring

Powering up your practice

Referrals are key to boosting your roster of HNW clients

Learning the language of the next generation

The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when…

Taking a boutique approach

Ultra high-net-worth clients want a bespoke experience powered by a global platform

A matter of trust

Transfer of wealth calls for the right advice and empathy.

Driving richer investment conversations

Clients want deeper and broader advice.

Fitch boosts Canadian coverage

Credit rating agency adding five senior analysts to it Toronto office

Handling passive-investment rules

Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients

Slideshow: How a firm’s ratings impact advisors’ recommendations

Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage

Why attend our ETF Summit

This event is now available for complimentary viewing across Canada via our Virtual Conference

Convergence takes hold

Long gone are the days when mutual funds and ETFs were two solitudes. Having both products has proven to be a winning strategy

  • By: Rudy Luukko
  • November 27, 2018 November 9, 2019
  • 10:00

A reality check for your clients

The projections for mutual fund returns in the next several years are modest at best

  • By: Rudy Luukko
  • November 20, 2018 November 9, 2019
  • 06:00