Brand Knowledge
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Why client communication is the industry’s biggest risk
Advisors are facing widening communication gaps with clients as legacy systems, security risks, and compliance pressures collide.
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Manulife All-In-One ETF/Funds
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Sun Life’s investment dealer continues to grow
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Personalization Without Compromise: How Canada’s Top Financial Marketers Are Winning Trust in the Age of AI
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Focal AI now auto-fills financial planning software, CRMs & PDFs
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Smarter digital tools for stronger advisor performance
Expert Advice
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What’s the outlook for markets through 2026 and beyond?
John Bai, Chief Investment Officer at Aviso and NEI Investments, shares his perspective on the forces reshaping equity and bond markets.
Partner Reports
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A Clearer View of Private Equity
Alisa Amarosa Wood, Partner, Private Equity Emily Pollock, Director, Global Client Solutions Bradlee Few, Principal, Global Client Solutions Recent headlines can paint a bleak picture for private equity: limited deal flow, fierce competition, stretched valuations, and scarce exits. AI disruption and geopolitical uncertainty have only heightened investor unease and confusion. Amid this noise, many investors […]
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Private Infrastructure in 2026: Positioning Portfolios for a Market Regime Change
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Seeking Opportunity in the Noise: Private Markets Reframed
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5 Questions to Ask Managers About Evergreen Private Equity
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Where do private apartment funds fit in a modern portfolio?
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Advisor Productivity: Solving the Canadian Integration Gap