Technology Ready on camera one? In an increasingly online world, present yourself on video like a pro By Allan Janssen |June 3, 2024 4 min read Industry How finances can forecast cognitive issues Credit data can help with early detection of memory-related conditions, research finds By James Langton |June 3, 2024 2 min read Planning and Advice How to depoliticize ESG conversations Allowing clients to share their beliefs and values leads to better collaboration By Melissa Shin |May 29, 2024 4 min read Industry Industry moves this week Several industry veterans take on new roles, across a mix of firms By Katie Keir |June 3, 2024 2 min read Trending Industry Insights Is 65 the new 45? Canadians today are facing the longest retirements ever. Industry Insights Women in their 50s need financial advice. Can you provide it? Build your business by helping women navigate their pre-retirement years Life WFG, IA fined in relation to alleged unlicensed agent FSRA is also proposing a penalty of $80,000 for the individual involved By Noushin Ziafati |May 30, 2024 2 min read Industry T+1 transition a success The proof is that next-day settlement went largely unnoticed By Melissa Shin |May 31, 2024 2 min read Market Insights Active managers fail to sustain results: S&P report Outperformance tends to be relatively short-lived, says latest persistence scorecard By Staff |May 30, 2024 1 min read Life FSRA puts conditions on ivari’s registration A monitor must review the selling practices of the MGAs that recruit and supervise agents selling ivari’s products By Melissa Shin |May 31, 2024 1 min read Tax News CRA announces prescribed rate for Q3 Agency confirms the interest rate Canadians must pay on overdue tax will drop to 9% By Rudy Mezzetta |May 28, 2024 2 min read Living Benefits Claims for anti-obesity medication on the rise: Manulife Claims for substance abuse and mental health issues also increasing By Jonathan Got |May 31, 2024 2 min read Featured Columnists View all → → Coreen Sol Strategy for consistent performance is often most difficult one to adopt May 7, 2024|4 min read Kevin Wark Insurance Income splitting revisited April 15, 2024|4 min read Doug Carroll Tax & Estate Shuttle strategies to boost tax-sheltered plans April 9, 2024|4 min read What’s happening with Emerge ETFs? Emerge ETFs unitholder calls for greater oversight By Melissa Shin |April 29, 2024 OSC still overseeing Emerge Canada By Melissa Shin |April 16, 2024 What we’ve learned from the Emerge ETFs saga By Melissa Shin |March 25, 2024 All Podcasts → Positioning Fixed-Income Portfolios Attractive yields, inverted curve present opportunities. Featuring Aaron Young|June 3, 2024 From Canadian Stock Picks by Sector Best opportunities can outperform regardless of economic backdrop, senior portfolio manager says. Featuring Craig Jerusalim|May 27, 2024 From A Playbook for Bond Investors With rate cuts priced in, plus potential for stickier inflation, portfolio manager shares his fixed-income strategy. Featuring Adam Ditkofsky, CFA|May 17, 2024 From Housing Is a Tale of Two Markets Demand for detached homes versus condos diverges ahead of interest rate cuts, economist says. Featuring Benjamin Tal|May 13, 2024 From Webinar All webinars → Unlock the power of principal protected notes Thursday, June 20, 2024 at 2:00 pm ET Take a deep dive into the recent trends that are shaping the structured product space. In this webinar, airing Thursday, June 20, at 2:00 PM ET, learn how to seize the opportunities they open up by using principal protected notes to take advantage of the current environment and interest rates. Sponsored by Register Now and Get CE Credits We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy. I agree Read More