Section
Advisor
596 posts
Women are wired to investāare you making the most of this referral goldmine?
by Maria Nastasi, Russell Investments Key takeaways: Women represent a large and growing opportunity for financial advisors But…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
The Digital Darwinism of Financial Advisors: Evolve or Be Forgotten
The financial advisory business isnāt what it used to be. In an era where digital-first millennials are set…
Beyond 60/40: How the RGBM ETF Helps Investors Keep Their Core and Expand Returns
For decades, investors have faced a fundamental challenge: how to effectively diversify their portfolios without sacrificing returns. The…
The Power of Literacy with MĆ©lanie Valcin, CEO, United for Literacy
Listen on The Move 📖 Did you know that nearly 1 in 5 Canadian adults struggles to…
The 2025 Marketing Guide for Financial Advisors with Samantha Russell
Listen on The Move In this episode, host Pierre Daillie dives into the essentials of marketing success…
The Seven Pillars of Resilient Portfolios ā Revisiting Picton Mahoneyās BARBELL Framework
In a rapidly evolving investment landscape, where traditional stock and bond strategies often falter under the weight of…
Would your practice be worthy of a 3-star Michelin rating?
by Bryan Powell, PCC, CPBA, CPMA, Senior Director, Practice Management, Janus Henderson Only a small number of dining…
Three charts and three questions to guide your client conversations
by Ben Rizzuto, CFPĀ®, CRPSĀ®, Wealth Strategist, Janus Henderson Wealth Strategist Ben Rizzuto highlights three questions from Janus…
Pathways to Growth: Lessons from High-Growth Financial Advisors
āIn the business of growth, strategy isnāt optionalāitās survival.ā ā Adapted from the lessons of the 2024 Advisor…
Women & Alts: A Global Perspective with Barbara Stewart
Listen on The Move In this episode of Insight is Capital, Pierre Daillie welcomes Barbara Stewart, CFA,…
CI Financial to Go Private in Landmark C$4.7 Billion Deal with Mubadala Capital
In a move set to reshape the Canadian financial landscape, CI Financial Corp. has announced plans to go…
Canadians love their advisorsābut Gen Z and Millenials are shaking things up
Listen on The Move In this episode Mario Cianfarani, Head of Distribution at Vanguard Investments Canada joins us…
The language of clients: itās different from yours
by Nancy Fahmy, Russell Investments Executive summary: Advisors may focus on performance, fund ratings, and metrics like beta…
Value of an Advisor: T is for tax-smart planning and investing
by Rob Kuharic, Russell Investments Executive summary: When it comes to investing, it's not about how much a…
Value of an Advisor: C is for customized experience and family wealth planning
by Tina Downing, Russell Investments Executive summary: As our lives become more complicated, our goals and needs become…
