Are equity returns predictable?
In this free webinar on Wed. Dec 12 at 1:00 pm ET learn how advisors can reframe equity risk to help create positive client experiences
Tools
Find accredited CE courses and events
Investment Executive's CE Place is a centralized Continuing Education website designed to help you manage all of your CE requirements. A simple click of the mouse allows you to access conveniently a wide array of courses and events that qualify for CE credits.
Go to CE PlaceAdvisor Central login required
Advisor Central
Advisor Central is a robust web-based tool designed to help advisors efficiently generate prospect/client investment and/or insurance proposals in PDF format.
Go to Advisor Central
The Women Investors Paradox
In this webinar replay learn why advisors need to incorporate behavioural finance into their service models
- November 28, 2018 November 30, 2018
- 09:30
How to help clients approach global credit markets
Help clients learn about the opportunity in the global bond markets and the important role of independent research when investing in complex fixed income instruments.
- November 22, 2018 November 26, 2018
- 12:35
How to manage common investor behaviour pitfalls
Help your clients understand some of the most common investor behaviour blinds spots, and provide strategies to avoid them.
Appointment Notices – December 2018
Find out who has added or promoted talent to their staff - Stefanie MacDonald appointed to the position of Group Publisher, Investment and Advisor Groups…
Brought to you by: Appointment Notices
