Past webinars

Technology ABCs for managing the XYZs

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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How to make your wealth management practice more efficient Paper plane creative idea symbol art style illustration.

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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Sponsor Image Mako Financial Technologies logo
Expanding your ESG toolkit

Expanding your ESG toolkit

Thursday, May 13, 2021 at 1:00 PM ET

With the explosion of ESG and RI investment offerings, you may be justifiably overwhelmed when it comes to choosing the product that suits your clients’ needs.

Whole life insurance: safeguard your clients’ retirement plan with CSV lines of credit

Whole life insurance: safeguard your clients’ retirement plan with CSV lines of credit

Wednesday, March 31, 2021 at 1:00 PM ET

Canadians on the brink of retirement often face hard choices about when to start drawing down their savings.

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Sponsor Image Equitable Bank
Investing in women-friendly firms

Investing in women-friendly firms

Tuesday, March 9, 2021 at 1:00 PM ET

The pandemic brought with it a recession that has disproportionately affected women, particularly women of colour. This could be a business risk: extensive research also shows correlations between diversity within firms and improved financial performance of those firms.

Disability insurance for any profession: The power of advice

Disability insurance for any profession: The power of advice

Wednesday, November 18, 2020 at 1:00 PM

In this webinar that aired live on Wednesday, November 18, 2020 1:00 pm ET, presented by RBC Insurance, advisors will learn how to address the disability insurance needs of working Canadians by their profession (healthcare workers, tradespeople, freelancers, small business owners and more).

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ESG investing: Exploring current opportunities, emerging trends, and global regulations

ESG investing: Exploring current opportunities, emerging trends, and global regulations

Tuesday, October 20, 2020 at 12:00 PM ET

While responsible investing has been gaining traction among institutional investors for many years, individual investors and advisors continue to cite their unfamiliarity with environmental, social, and governance (ESG) factors as a major impediment to adoption.

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Sponsor Image Manulife logo
In depth: climate change and investment management

In depth: climate change and investment management

Thursday, September 10, 2020 at 1:00 PM ET

Find out why climate change is one of the top Environmental, Social and Governance (ESG) issues for investors, and what RBC GAM is doing to integrate it into their investment process.

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Sponsor Image RBC Global Asset Management logo