Addressing the growing demand for RI: Education is key
Deborah Debas, Responsible Investment Specialist at Desjardins, talks about how the company's Responsible Investing Certification Program provides value for advisors.
Top Stories in In Depth
Cross-sell banking products or go independent?
An innovative, tech-savvy mindset enables advisor success at Wellington-Altus
- By: Wellington-Altus
- October 19, 2021 October 20, 2021
- 08:45
How can you add more value for permanent life insurance clients?
Victor Stranges, National Leader, Private Banking with Manulife Bank, outlines how to introduce lending solutions to a life insurance discussion.
- By: Manulife Bank
- October 18, 2021 October 18, 2021
- 08:00
How can life insurance be more than a passive asset?
Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how permanent life insurance can serve a dual purpose.
- By: Manulife Bank
- October 13, 2021 October 13, 2021
- 08:00
Stories of Challenge – Ying Du
"Ignore the no’s and wholeheartedly embrace change."
- By: Mackenzie Investments
- October 12, 2021 October 1, 2021
- 08:00
Bank-owned SUV or independent race car?
A culture of partnership drives advisor passion at Wellington-Altus
- By: Wellington-Altus
- October 12, 2021 October 13, 2021
- 08:00
Net-zero greenhouse gas emissions: Changing investor attitudes
PAID CONTENT When it comes to addressing climate change, companies are seeing increasing demand for action from their shareholders. The Harvard Law School Forum on…
- By: RBC Global Asset Management
- October 11, 2021 October 12, 2021
- 08:00
Positive outlook for GIFs sparks demand
Philippe-Olivier Dumas, Head of Product Development, Guaranteed Investment Funds and Annuities at Desjardins Financial Security Life Assurance Company, outlines the reasons why.
- By: Desjardins Group
- September 27, 2021 September 29, 2021
- 08:45
What are the best ways for advisors to present an IFA strategy to their clients?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses how to position an IFA and get all parties on board.
- By: Manulife Bank
- September 27, 2021 September 28, 2021
- 08:00
Climate change: Active stewardship vs. divestment
In this article, we will explain what active stewardship is and how it can be used to address concerns about climate change. We will also…
- By: RBC Global Asset Management
- September 27, 2021 September 24, 2021
- 08:00
An investor’s guide to net-zero emissions
This paper will explore why these commitments are being made now and how RBC Global Asset Management (RBC GAM) considers climate targets and other factors…
- By: RBC Global Asset Management
- September 27, 2021 September 24, 2021
- 08:00
What are the most common ways advisors use IFAs with their clients?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, outlines the flexible and strategic applications of an IFA.
- By: Manulife Bank
- September 22, 2021 September 22, 2021
- 08:00
The future of emerging markets: Green Infrastructure
This report summarizes the key factors which we believe will drive the Green Infrastructure theme and analyzes the best ways to benefit from the theme.
- By: RBC Global Asset Management
- September 21, 2021 September 21, 2021
- 08:00
A different frame
HNW clients want guidance on the complex challenges that wealth can bring
- By: Patricia Chisholm
- October 15, 2018 November 9, 2019
- 00:32
Powering up your practice
Referrals are key to boosting your roster of HNW clients
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:31
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…
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:30
Q&A: Pandemic impact on ESG
Our investment teams across North America, Europe and Asia share their perspectives on the ESG opportunities and challenges facing investors today.
- By: RBC Global Asset Management
- September 21, 2021 September 21, 2021
- 08:00
Stories of Challenge – Kristi Ashcroft
"The value I bring stems from the sum total of all my choices."
- By: Mackenzie Investments
- September 20, 2021 September 22, 2021
- 08:00
Taking the touchpoints out of fund manufacturing
To expedite funds manufacturing and transfer, banks need to free client and fund data from processes
- By: Broadridge
- September 7, 2021 September 10, 2021
- 08:00
Fitch boosts Canadian coverage
Credit rating agency adding five senior analysts to it Toronto office
- By: James Langton
- November 27, 2018 November 15, 2019
- 10:30
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
- By: Rudy Mezzetta
- October 12, 2018 November 9, 2019
- 00:15
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
- By: Fiona Collie
- May 16, 2018 November 9, 2019
- 10:00
A win/win proposition
Clients don’t have to give up returns to embrace RI
- By: Leah Golob
- January 6, 2020 October 29, 2019
- 00:01
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
Lifting the veil on RI screening
There is wide variation when it comes to how managers choose RI investments
- By: Dwarka Lakhan
- December 2, 2019 October 29, 2019
- 00:01
How can an IFA help balance a client’s cash flow and permanent insurance considerations?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses how to give clients the best of both worlds.
- By: Manulife Bank
- September 13, 2021 September 13, 2021
- 08:00
How can you help your high-net-worth clients employ debt more strategically?
Victor Stranges, National Leader, Private Banking with Manulife Bank, explains how to foresee borrowing requirements and recommend a convenient way to fill them.
- By: Manulife Bank
- August 30, 2021 August 30, 2021
- 07:00
What are the most common questions about the Insured Retirement Program line of credit?
Victor Stranges, National Leader, Private Banking with Manulife Bank, answers common questions you and your clients have about an IRP.
- By: Manulife Bank
- August 23, 2021 September 9, 2021
- 07:00