Quality Content
for Active Advisors
& Investment


Ensure your clients receive everything
they need from you with on-demand
information, research, and custom
support documents.
Engage clients and prospects more often with more insight. Run your practice more efficiently and get the tools to generate additional income, reduce expenses, and retain happier clients.
Multiple memberships available. Choose the right size for your business needs.

Articles & Digests

Unbiased research, insight, and information for Investment Professionals ready for customization.

Shareable Videos

Informative video content can be incorporated into your website and digital marketing efforts.

Customized Books

Educate your clients about your services in this professionally formatted book.

Accelerate Program

Your turn-key Marketing Department provides investor-ready content without effort.

Looking for easy, affordable content marketing?

Search our extensive library of articles ready for customization and re-branding available in a wide variety of topics specific to your industry.
Simply download, personalize and incorporate into your digital marketing strategy.
Weekly Market Update for November 26, 2023
Your market update for the week
View Document
Investment Income and Income Tax
Ensure that investors understand how their investments are being taxed
View Document
The Middle East and Investing
What do you tell your clients if asked about these situations
View Document
10 Reasons to Work with a Financial Advisor
A quick list of reasons why you are here in the first place
View Document
Critical Illness Insurance
Canadians concerned about the financial costs of major diseases are turning to Critical Illness Insurance
View Document
Dealing with Dementia
Dealing with dementia with financial services and investment clients will become increasingly complicated over time. The number of people who are aging, the ever extending length ...
View Document
Longevity and Retirement – How long will your savings have to last?
A look inside the statistics to calculate life expectancy and retirement savings needs
View Document

Want to engage more clients with video content?

Embed videos into your website and
presentations or download and share
to your social media channels.

Need a simple way to share your services ?

Create a customized guide to educate your clients by sharing details about your services and expertise. It's easy to edit the document with relevant information for your business and brand.

How can you get results and eliminate effort?


Accelerate your success with hand-crafted content branded to you, your business focus, and your clients' needs.
On-time delivery of relevant content directly to your audience for increased engagement and credibility without wasted time and frustration.

Can't find what you're looking for?

Submit a request to Advisor Research Group. We will help you locate the resources you need
or potentially create new content specifically for you.



Your Name (required)

Your Email (required)

Your Phone # (required)

The Topic

Any Details

Whoops – your free tools have expired. You have reached your download limit.
Please upgrade your membership to Advisor Member, or request a Guided Tour to find out more about all the tools and services available!
Or continue browsing the Resource Centre.