Partner Content

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.

April 2, 2024

8 min read

How can advisors accelerate success?

Being clear about your goals and surrounding yourself with the right partners and like-minded peers is key

February 5, 2024

4 min read

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

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