Using ETFs to navigate volatility
In this virtual roundtable, ETF experts will share how to use ETFs to build portfolios meant to weather both difficult and calm markets.
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How can modern rebalancing improve your business?
In the webinar replay, learn how recent innovations in portfolio rebalancing now include value-added features that improve the productivity of professionals and wealth management and…
- November 28, 2018 November 11, 2019
- 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 11, 2019
- 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.
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The Benefits of using the Most Advanced Technology in your KYC Processes
May 26th at 11am EST Webinar Registration - Zoom
Brought to you by: CRTA
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Appointment Notices
Latest appointments: The Fonds de solidarité FTQ is pleased to announce his appointment to Executive Vice-President of Investments : Dany Pelletier.
Brought to you by: Appointment Notices
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Niagara Falls, Oct 16-18: The Only Conference for Leading Tax, Accounting and Financial Professionals
Join us for critical content focused on today’s essential financial topics, and some of the best networking opportunities out there! This year’s theme: “Velocity –…
Brought to you by: Knowledge Bureau
