How to survive a bear attack
A framework for managing emotions and portfolios during volatile times.
Summer 2020
Hold fast
Maintain a stable footing in an unsettled world.
COVID-19 and the global economy
How will the new coronavirus affect your clients’ investments?
Better investing with ESG analysis
Environmental, social and governance factors can help build better portfolios.
Generating income in the era of negative bond yields
The idea that an investor would pay to lend money over any period, much less over 30 years, was more or less academic before 2009.
ETFs with a difference – celebrating three years!
Manulife’s multifactor exchange-traded funds offer exposure to key parts of the market.
Low interest rates – a new normal?
Examining the link between aging and interest rates.
The value of a trusted contact person
Encourage your dealer to establish a trusted contact person procedure and form.
What’s #Trending in continuing education?
It’s a fast-paced world, and continuous improvement is the name of the game.
What’s new at Manulife Insurance
A collection of important updates for advisors.
Effective leadership
A key ingredient in building a strong advisor practice.
Unlocking locked-in funds
Individuals with pension savings often transfer these assets to a locked-in plan, such as a Life Income Fund (LIF), to provide retirement income.
Corporations and life insurance policies
Tax consequences of transferring a policy out of a corporation
