Free
Grant Vingoe, LL.M, ICD.D
This talk is looking forward into the future of our industry, from the perspective of the top Ontario securities regulator.
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Teacher FMFD_CE
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Free
Paul Desmarais III
Paul will bring his unique perspective to everything impacting the mutual fund channel which is pretty much everything. Paul will bring in aspects not discussed by others, for e.g., fintech…
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Free
Keynote: The Real Value of Human Insight and Advice in a Digital World
Financial consumers need advice more than ever. While a laser-like focus on fees has taken centre stage, the role of value has taken a back seat. Using insights from his…
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Free
Mental Health & The Financial Advice Relationship: Investors, Family & Financial Security
More than ever before, it is important for advisors and planners to be educated in how the client’s mental health can impact the clients. More than 1 in 5 (7.5…
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Free
Navigating investment industry Trends
This session provides an overview of significant investment industry trends impacting financial advisors and their clients, including demographics and their influence on financial services distribution, accelerated digitization amid the pandemic…
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Free
Exploring the fundamental changes the pandemic has brought to advice relationships
These are the results of Broadridge’s research of Advisors and Investors across Canada and the US. We’ll be exploring the fundamental changes to client relationships and business activity as they…
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Free
Winning by a Seat – Building and Inspiring Advisory Teams
The most effective team training and coaching anticipates future skill deficiencies rather than just addressing current observed skill gaps. The very nature of the constantly evolving investment industry necessitates an…
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Free
Super Panel: ETFs, Not Just for That ‘Other’ Channel Anymore
Canadian ETFs have now outsold mutual funds for the third straight year, with sales outpacing mutual funds by $13 billion as of Nov. 30, 2020. Last year was a record year for inflows…
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Free
Restoring the Independent Advice Channel to Prominence
Competitive pressures have slowly been taking the wind out of the independent dealer’s sails. Those pressures have come from all sides and it’s been a concern in the industry for…
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Free
A Legal Panel of Current Mutual Fund Distribution Topics
Nothing’s off the table with this panel and there’s no shortage of things to tackle; we’ll hear their perspectives on the impact on the industry of the most common recurring…
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Free
Introduction to the 2021 Federation 10th Annual Conference
Welcome to the 10th Annual Conference & Education day, coinciding with the Federation’s 25th Anniversary. We’re glad you are here, and hope you enjoy the presentations this year. The format…
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