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How can advisors overcome industry challenges?

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How can advisors overcome industry challenges?

Working with a strong MGA partner can set up advisors for continued success

January 8, 2024

4 min read

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Industry Insights

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Build your credibility with ESG

Environmental, social, and governance (ESG) factors likely align with many of your clients’ values. In this article, Matthew To, Senior Director of Business Development for Investments at Beneva, explains why you should integrate ESG criteria into your investment selection process — and how to do it.

November 6, 2023

4 min read

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Understanding the advantages of net-zero ETFs

Desjardins specialists detail what advisors need to know as the world moves to a net-zero economy

October 30, 2023

4 min read

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Industry Insights

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Why you should consider active ETFs

Fidelity Investments Canada details what you should know when considering active ETFs.

October 23, 2023

5 min read

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Understanding the advantages of net-zero ETFs

Industry Insights

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Understanding the advantages of net-zero ETFs

Desjardins specialists detail what advisors need to know as the world moves to a net-zero economy

October 30, 2023

4 min read

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How can clients invest in the climate transition?

Desjardins’ Deborah Debas reveals how clients’ portfolios can benefit from the transition to a net-zero economy.

August 14, 2023

4 min read

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Desjardins Group

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Why do investors need both core and thematic ESG funds?

Desjardins’ Deborah Debas details why both types of funds are important to create a holistic, diversified portfolio.

July 31, 2023

4 min read

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How can advisors better manage KYP and KYC for ESG investments?

Desjardins’ RI Specialist, Deborah Debas, clears up the confusion around KYP, and provides tips on how to utilize both KYC and KYP during the client discovery process.

July 17, 2023

3 min read

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Can dividend funds help clients amid ongoing market volatility?

A new responsible investment fund aims at providing dividends higher than the benchmark.

May 15, 2023

4 min read

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Industry Insights

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Desjardins: A more responsible approach to responsible investing

This interactive infographic outlines the growing demand for responsible investing (ESG) options among Canadians, the unique process Desjardins uses to select companies worth investing in, statistical results on the ESG positive outcomes the Desjardins responsible investment solutions have made, and our approach to partnering with advisors. Read more here

December 5, 2022

1 min read

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Expert Advice

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Expert Advice

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How can advisors overcome industry challenges?

Working with a strong MGA partner can set up advisors for continued success

January 8, 2024

4 min read

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Expert Advice

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Why invest in clean energy?

Government incentives and increasing cost-effectiveness provide a strong foundation for specialized asset managers

October 2, 2023

4 min read

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What’s driving strong returns for apartments?

With rising demand and tight supply, multi-residential real estate may deliver predictability, consistency, and stability to investment portfolios.

September 18, 2023

5 min read

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Industry Insights

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Industry Insights

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Build your credibility with ESG

November 6, 2023

4 min read

Sponsored by

Industry Insights

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Understanding the advantages of net-zero ETFs

Desjardins specialists detail what advisors need to know as the world moves to a net-zero economy

October 30, 2023

4 min read

Sponsored by

Industry Insights

Sponsored

Why you should consider active ETFs

Fidelity Investments Canada details what you should know when considering active ETFs.

October 23, 2023

5 min read

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A Partner Report from HomeEquity Bank

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Aged couple drinking coffee meeting with sales manager around a kitchen table

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Tapping into home equity to boost cashflow

July 10, 2023

Help your clients tap into tax-free cashflow to boost their retirement income

May 1, 2023

Is a reverse mortgage the right solution for your clients?

March 6, 2023

Featured Podcasts from our Partners

Fixed Income

What Higher-For-Longer Rates Mean For Investors

CIBC’s chief investment officer discusses bonds, equities and currencies.

Featuring Luc de la Durantaye | October 9, 2023

From

12 min 37 sec | Related Article

Funds:

CIBC Multi-Asset Absolute Return Strategy

Equities

Using Health-Care Stocks For Defensive Positioning

Most of the sector maintains demand across economic cycles, PM says.

Featuring Michal Marszal, CFA | October 2, 2023

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10 min 22 sec | Related Article

Funds:

CIBC Global Technology Fund, Renaissance Global Science and Technology Fund

Partner Reports

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William Aldridge on Canada

William Aldridge, SVP, Portfolio Manager and Co-Lead of the Mackenzie North American Equities Team, discusses his current view on investing in Canada.

October 3, 2022

6 min read

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Featured Webinars from our Partners

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ETF investing in a high-rate environment

Tuesday, October 17, 2023 at 1:00 PM ET

How can financial advisors use ETFs to meet the challenges and opportunities present in this investing environment?

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Watch now and earn CE credits

Financial Planning

Is your firm SRO-ready?

Wednesday, October 4, 2023 at 1:00 PM ET

Learn how the merger of IIROC and MFDA into CIRO presents a significant opportunity for firms to create client-centric journeys and tailor products for omnichannel distribution.

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Watch now and earn CE credits

Financial Planning

Helping clients make resilient choices to thrive in retirement

Wednesday, August 16, 2023 at 1:00 PM ET

learn about the trade-offs your clients may need to make to manage through curveballs caused by longevity and the new definition of retirement, how they can prepare to be more resilient and still thrive in retirement, and what you need to know to help guide them through it all.

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A Partner Report from HomeEquity Bank

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