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Market Insights

How to make your wealth management practice more efficient

Thursday, August 26, 2021 at 12:00 PM ET

We know no two firms are alike, and so how can the solutions to make advisors more efficient all be the same?

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Market Insights

Technology ABCs for managing the XYZs

Wednesday, September 22, 2021 at 1:00 PM ET

We are in the middle of a $68 trillion transfer of the largest intergenerational wealth transfer in history. The way advisors manage Boomers will not automatically resonate with Gen X, Y and Z. Advisors need to realize that they have a once in a career opportunity to not only retain assets but to significantly grow their business by acquiring a new generation of clients.

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Navigating a changing ETF landscape

Tuesday, October 26, 2021 at 1:00 PM ET

There are now more than 1,000 ETFs listed in Canada, making it harder than ever to know which products are right for your clients.

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Asset allocation ETFs: The ETF of ETFs

Wednesday, November 17, 2021 at 1:00 PM ET

Asset Allocation ETFs are known as the ETF of ETFs, meaning a collection for underlying ETFs each containing hundreds of securities.

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