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  1. Special Feature

    Get the party started

    Leah Golob
    A three-part series on client-appreciation events
  2. IE Staff
    Compliance officers and senior executives share their thoughts about the regulators that oversee their businesses.
  3. Special Feature

    Pension primer

    Fiona Collie
    A three-part series on what’s new in pensions
  4. Special Feature

    Succeeding at Succession

    George Hartman
    A 10-part series on succession planning for financial advisors
  5. Sonita Horvitch
    Morningstar columnist Sonita Horvitch moderates a three-part discussion with four small-cap managers
  6. IE Staff
    Online advice firms present challenges and opportunities for Canada’s financial advisors
  7. Special Feature

    U.S. equity roundtable

    Sonita Horvitch
    Morningstar columnist Sonita Horvitch moderates a three-part discussion with a trio of U.S. equity fund managers
  8. Special Feature

    Serving seniors

    IE Staff
    Serving senior clients requires a special approach to client communication, product selection and even staffing
  9. IE Staff
    How Canada’s provinces and territories will fare in the year ahead
  10. IE Staff
    An occasional series featuring tips for rookie advisors