How to handle ESG pushback
In this virtual roundtable replay, attendees will come away with an understanding of how to be attuned to greenwashing, how to critically evaluate ESG and…
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Open Banking: Wealth Management’s Next Growth Opportunity
In this webinar, learn how open banking is poised to bring innovation to wealth management firms’ business models by enabling them to create more personalized…
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.
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.
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Appointment Notices
Latest appointments: Denis Ricard, President and Chief Executive Officer of iA Financial Group, has been elected Chair of the Board of Directors of the Canadian…
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