Dynamic Advisor Site Podcast

Join 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.

Lauren 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.

Join 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.

As 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.

Learn how you can help support your clients and their executors.

Special guest Christine Timms, Author of Team Building for Financial Advisors.

Join us as Vice President and Portfolio Manager Benjamin Zhan discusses his views on Europe

Learn to help your clients guard against the cybersecurity threat.

Learn to share new knowledge about the tax and economic trends that will shape investment decision-making.

Advisors must know the details behind Canada's Emergency financial responses and integrate them into year-end tax planning activities.