Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO discuss the building of an enduring and great investment dealer.
Everyday essentials represent an opportunity for investors concerned that consumers are poised to spend less.
Desjardins’ Deborah Debas reveals how clients’ portfolios can benefit from the transition to a net-zero economy.
Desjardins’ Deborah Debas details why both types of funds are important to create a holistic, diversified portfolio.
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…
Canadians need comprehensive planning and advice across all pillars of retirement: health, family, purpose, and finances — and you’re in an excellent position to provide…
Avenue Living executives Jason Jogia and Gabriel Millard collaborated with Grant A. Wilson, Ph.D., University of Regina, to examine how financial advisors perceive, personally invest…
Learn why a reverse mortgage is a better way to tap into home equity.
Rocky Ieraci, vice-president, marketing and business development, at Sterling Mutuals Inc., examines the value proposition for advisors of operating in an independent yet large environment.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore conflicts of interest, and unfair advantages for large investment dealers.
Rocky Ieraci, vice-president, marketing and business development, at Sterling Mutuals Inc., explains how being free from proprietary products and operating as a fee-for-service model reaps…
Learn how a reverse mortgage can help.
Women are demanding the industry do better — and here’s how firms are responding.
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The firm makes software focused on regulatory reporting solutions for financial institutions
Discover how Edward Jones empowers experienced financial advisors like me with autonomy, support and a compensation model that values our experience.
How private REITs can reduce portfolio volatility in times of public market turbulence.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore common language, context and consensus in the Blue Ocean of independence.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about trailblazing in an industry filled wiqth conflict, opportunity, and dinosaurs.
How investment advisors rated their firms’ support offerings and tools
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
The NEI Global Corporate Leaders Fund is investing in companies that enable people to live and thrive.
The NEI Global Corporate Leaders Fund is investing in companies that promote people’s health and well-being.
The NEI Global Corporate Leaders Fund is investing in companies breaking down barriers to economic participation.