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How to use ETFs for responsible investing

Today's product offering allows you to build globally diversified portfolios for responsible investors

  • November 5, 2019 November 6, 2019
  • 16:00

Explaining ETF portfolios to clients

How to communicate the essentials without getting lost in the weeds

  • September 20, 2019 November 13, 2019
  • 00:32

When and why to use factor investing

Part 2 of a series on multi-factor ETFs

  • August 6, 2019 November 10, 2019
  • 16:00

The benefits of factor-based investing

Why to consider multi-factor ETFs

  • April 30, 2019 November 10, 2019
  • 12:26

Myth: ETFs can ‘become’ the market

Dispelling a misconception that has developed over time

  • December 3, 2019 November 26, 2019
  • 16:00

Could ETFs cause a market crash?

Debunking the myth that ETFs cause market instability

  • September 3, 2019 November 17, 2019
  • 15:00

Debunking the ETF liquidity myth

There’s more to determining an ETF’s liquidity than just looking at its trading volume

  • July 2, 2019 November 17, 2019
  • 16:00
Ellen Bessner>
Advisor at Risk

Ellen Bessner

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It ain’t over till it’s over

Litigation risk exists even after you’re retired or unable to work

  • November 29, 2019 November 29, 2019
  • 16:03

Selling your book of business? Make sure it is compliant

Sophisticated buyers will know what to look for to determine if it is a compliant business

  • November 1, 2019 November 14, 2019
  • 14:17

Are you still not getting KYC and suitability right?

The OSC says there is a lot of room for improvement in its 2019 summary report

  • October 4, 2019 November 14, 2019
  • 16:43

Managing clients — especially couples — can be challenging

Situations become complicated when couples aren’t on the same page about their goals

  • September 6, 2019 November 14, 2019
  • 17:05
client meeting

Year-end charitable strategies for your clients to consider

Help your clients navigate charitable donations, tax-gain donating and donor-advised funds

  • November 22, 2019 November 22, 2019
  • 16:21

Potential tax changes in light of a Liberal minority

Help clients understand how previously announced tax changes could come to light

  • October 25, 2019 November 10, 2019
  • 15:46

Foreign pension income is usually taxable

Help clients understand — and budget for — taxes on their foreign pensions

  • September 27, 2019 November 10, 2019
  • 13:35

Advisors can help clients avoid TFSA overcontributions

Investors who may have overcontributed to their TFSAs face harsh penalty tax

  • August 30, 2019 November 10, 2019
  • 15:57
Susan Silma>
Compliance CX

Susan Silma

businesswoman thinking

Client-focused reforms: How advisors can turn regulation into opportunity

Advisors can deliver better outcomes for their clients by getting ahead of their regulatory obligations

  • November 20, 2019 November 20, 2019
  • 14:59

Helping clients understand what they’re paying for advice

Advisors can build trust with clients by explaining fees

  • September 25, 2019 November 11, 2019
  • 15:42

Protect your vulnerable clients while protecting yourself

How advisors can guard their vulnerable clients from financial exploitation and avoid the risk of regulatory action

  • July 24, 2019 November 11, 2019
  • 17:09

Is technology encouraging short-term thinking in clients?

For clients, information on their investments is now just a click away. Advisors can help minimize their overreaction to market movements.

  • May 22, 2019 November 11, 2019
  • 17:30