Dynamic Advisor Site Podcast
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 25:18:10
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Sinopsis
Podcasts from Dynamic Advisor Site
Episodios
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Finding Stability and Opportunity in Global Fixed Income
08/02/2022 Duración: 01h11minJoin us for this special webcast to hear from Payden & Rygel, one the largest independently owned asset managers in the U.S and manager of Dynamic Global Fixed Income Fund.
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Staying afloat during turbulent times
26/01/2022 Duración: 47minLauren Jeffery, a speaker on mental health and a financial services educator who creates fun and engaging Compliance CE courses that focus on the emotional and psychological needs of the clients you serve.
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Preferred Shares: One year later, where to go now?
02/12/2021 Duración: 59minJoin Marc-André for an update on the asset class and a discussion about an alternative investment-grade credit solution for investors wanting to maintain purchasing power without interest-rate volatility.
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Year End Tax Planning 2021
18/11/2021 Duración: 53minAs the global economic crisis slowly subsides, there are new challenges for investors: inflation, new tax provisions, labor market and demographic change. All are major trends, requiring advisors to take a new approach to tax planning as 2021 rounds to a close.
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Navigating Estate Headwinds: Strategies for the Advisor and Executor
07/10/2021 Duración: 26minLearn how you can help support your clients and their executors.
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Team Building for Financial Advisors
16/09/2021 Duración: 26minSpecial guest Christine Timms, Author of Team Building for Financial Advisors.
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Why Invest in Europe?
08/07/2021 Duración: 48minJoin us as Vice President & Portfolio Manager Benjamin Zhan discusses his views on Europe.
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Cyber security threats and what clients should know
17/06/2021 Duración: 58minLearn to help your clients guard against the cybersecurity threat.
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Special Report: April 19 Federal Budget
22/04/2021 Duración: 51minLearn to share new knowledge about the tax and economic trends that will shape investment decision-making.
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Financial Fallout in Wealth Management: Helping Your Clients Plan for 2021
25/11/2020 Duración: 46minAdvisors must know the details behind Canada's Emergency financial responses and integrate them into year-end tax planning activities.
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The Energy Evolution - Investing in an Industry in Transition
05/11/2020 Duración: 01h02minIntroduce Dynamic Energy Evolution Fund; a fund committed to finding and investing in the renewable energy leaders of today and the innovators of tomorrow.
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Exploring Key Investment Themes: A Framework for Investing
07/10/2020 Duración: 01h06minOscar Belaiche walks us through the current environment describing the impact of the market’s ongoing bifurcation.
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Virtual Client Meetings: Tips for a Smoother Experience
29/07/2020 Duración: 01h06minLearn the basics of online meetings, as well as the details and niceties, that will make virtual meetings more pleasant for clients (and yourself!)
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Advisors and Succession Planning
24/06/2020 Duración: 01h17minEllen Bessner will provide a detailed step-by-step approach to help protect your beneficiaries and clients' and hopefully help you sleep better at night.
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Why every advisor needs a continuity plan - for their business and themselves
27/05/2020 Duración: 01h17minEllen Bessner will lay out the elements that MFDA and IIROC advisors need to consider in building a personal and business continuity plan to secure their future success.
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Where there's a will there's a way!
06/05/2020 Duración: 01h17minThe words you choose change conversations, the people you talk to change outcomes, the questions you ask change lives, and the recommendations you make change everything.
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Deciphering Pandemic Measures: discussing financial issues with clients
16/04/2020 Duración: 35minThe times are surreal and unprecedented. Canada's economy could suffer the weakest growth on record since 1962.
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Alternative investing: Thinking differently about risk, return & correlation
06/02/2020 Duración: 44minMyles Zyblock, who will present the case for alternative investments, the benefits that including alternatives can bring to client portfolios and an introduction to the recently launched Dynamic Liquid Alternatives Private Pool.
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Investment Strategy: Thoughts & Themes for 2020
16/01/2020 Duración: 50minMyles Zyblock, Chief Investment Strategist, will share his outlook and thoughts on investment themes for 2020, recent market developments and his current asset allocation views, along with the rationale behind them.
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5 Simple Steps to Retain Widowed Clients
21/11/2019 Duración: 58minDuring the webcast, Paulette and Judy will discuss the need for financial advisors to engage both partners early on and what steps to take to ensure that widowed clients will want to retain their advisor's services.