CPPIB spending $690M for minority stake in software firm Regnology
The firm makes software focused on regulatory reporting solutions for financial institutions
Latest news in Partner Reports
Reclaiming Control: How Edward Jones Rewards Me for Building My Business, My Way
Discover how Edward Jones empowers experienced financial advisors like me with autonomy, support and a compensation model that values our experience.
- By: Edward Jones
- December 9, 2024 December 9, 2024
- 09:00
Private REITs Offer Stability in Uncertain Political Environments
How private REITs can reduce portfolio volatility in times of public market turbulence.
- By: Skyline Wealth Management
- December 2, 2024 December 3, 2024
- 07:00
Why the Definition of Independence Matters in the Canadian Securities Industry
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore common language, context and consensus in the Blue Ocean of independence.
- By: Designed Securities
- November 4, 2024 October 30, 2024
- 07:00
Designed Securities’ AI readiness – how progress and quick pivots are leading them forward
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.
- By: Designed Securities
- September 9, 2024 September 26, 2024
- 08:00
How Immigration is Driving Value in Essential Asset Classes
Skyline Wealth Management explores how Canada’s booming population creates opportunities for essential asset classes.
- By: Skyline Wealth Management
- September 3, 2024 September 3, 2024
- 08:00
Creativity, Innovation, and the Future of Investment Dealers for the next generation of advisors
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about a new way of competing in the crowded investment dealer…
- By: Designed Securities
- June 3, 2024 June 5, 2024
- 08:00
Energizing the Future: Skyline Clean Energy Fund’s Role in Canada’s Renewable Revolution
Learn about Skyline Clean Energy Fund, an equity growth fund offering investors access to renewable infrastructure assets backed by long-term government contracts. Skyline Clean Energy…
- By: Skyline Wealth Management
- May 13, 2024 May 13, 2024
- 07:00
Designed Securities’ Blue Ocean Strategy: Customization, Lower Costs, and Increased Value for Advisors
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO discuss a new way of competing in the crowded investment dealer market space.
- By: Designed Securities
- April 8, 2024 November 12, 2024
- 08:00
The Evolution of Structured Products for the Modern Era
BMO Global Asset Management CEO Bill Bamber discusses the BMO Strategic Equity Yield Fund.
- By: BMO Global Asset Management
- April 2, 2024 March 25, 2024
- 08:00
How Structured Notes Entered the Mutual Fund World
After years of exclusivity, Canadian asset managers are starting to offer the power of structured notes within a familiar investment vehicle—the mutual fund.
- By: BMO Global Asset Management
- April 2, 2024 March 25, 2024
- 08:00
How One Advisor Doubled His Book in Six Years
Corey Butler shares the secrets of his successful advisory practice and discusses the BMO Strategic Equity Yield Fund.
- By: BMO Global Asset Management
- April 2, 2024 March 25, 2024
- 08:00
Navigating the Future with Skyline Apartment REIT
Explore Skyline Apartment REIT, a private alternative investment that is anchored in 100% Canadian multi-residential assets, offering income potential and historically stable performance.
- By: Skyline Wealth Management
- February 12, 2024 February 13, 2024
- 07:00
How a new wealth management firm will be a changemaker
Michaël Fortin, the CEO of FORTÜNA Wealth Management, wants advisors to be able to make a positive change for their clients’ finances, their own finances,…
- By: FORTÜNA Wealth Management
- January 15, 2024 January 15, 2024
- 09:00
With new model, fund dealer aims to give advisors more freedom
FORTÜNA Wealth Management has planned the mix of compensation and culture to entice advisors.
- By: FORTÜNA Wealth Management
- December 11, 2023 December 7, 2023
- 09:00
How can advisors unlock their full earnings potential?
FORTÜNA Wealth Management’s new Shared Dealer Structure is turning the compensation model on its head.
- By: FORTÜNA Wealth Management
- November 13, 2023 December 7, 2023
- 08:00
Challenging the Status Quo of the “Built to Flip” Investment Dealer
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO discuss the building of an enduring and great investment dealer.
- By: Designed Securities
- September 18, 2023 September 18, 2023
- 08:30
Why global financial advisors embrace private REITs as strategic investments
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…
- By: Avenue Living
- June 19, 2023 June 15, 2023
- 07:00
Unlocking Financial Freedom: The Benefits of a Reverse Mortgage vs a HELOC
Learn why a reverse mortgage is a better way to tap into home equity.
- By: HomeEquity Bank
- June 5, 2023 June 15, 2023
- 07:00
Under the Hood: A Material Conflict and an Unfair Playing Field
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore conflicts of interest, and unfair advantages for large investment dealers.
- By: Designed Securities
- May 15, 2023 September 7, 2023
- 07:00
Help your clients tap into a tax-free retirement income stream
Learn how a reverse mortgage can help.
- By: HomeEquity Bank
- April 3, 2023 May 11, 2023
- 07:00
What Makes a Dealer Genuinely Independent?The Illusion of the Independent Dealer
Designed Securities Ltd. partners Gillian Kunza, CEO and Michael Konopaski, CFO explore how dealers misrepresent and overuse the term “independence”.
- By: Designed Securities
- February 21, 2023 February 21, 2023
- 07:00
Is a reverse mortgage a good fit for your clients?
Learn how a reverse mortgage can meet your clients’ evolving objectives
- By: HomeEquity Bank
- February 6, 2023 January 31, 2023
- 07:00
As Market Dynamics Pivot, Alpha Opportunities Are Set to Improve
The U.S. equity landscape is changing as key characteristics retreat from extremes.
- By: T. Rowe Price
- December 12, 2022 December 13, 2022
- 09:00
How can investors mitigate volatility while investing in tech?
The technology sector is attractive for its innovation and supported by macroeconomic trends, but it can also provide a rocky ride. Here’s a way to…
- By: Harvest ETFs
- November 28, 2022 August 22, 2023
- 08:00