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Brokerage Report Card 2023

The Report Card, which celebrates its 30th anniversary in 2023, highlights the resiliency and innovation of many of Canada’s investment advisors in the face of…

Insurance Guide 2023

In this year’s Insurance Guide, we explain the sudden spike in demand for annuities, incidental sales rules and the looming ban on deferred sales charge…


Focus on ESG 2023

New rules and the changing market environment for ESG products

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Budget 2023

Everything you need to know about this year’s federal budget

Special Report on Taxes 2023

This year’s special report examines several tax challenges facing financial advisors, such as what to do with TFSAs before moving outside Canada, higher interest rates…

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Special Report on Technology 2023

From digital estate plans to social media to investment trends, here's what you need to know about tech in 2023

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Special Report on Retirement 2022

As inflation continues to affect retirees' portfolios, you'll need a strategy for maximizing retirement income. This Special Report on Retirement helps you plan for adjustments…

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Special Report on Taxes 2022

This year’s special report examines several tax challenges facing financial advisors, such as new mandatory disclosure rules, cross-border taxes, traps when converting a home into…

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The Bridging Finance case

Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.

  • May 17, 2023
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Budget 2022

Everything you need to know about this year’s federal budget

  • August 9, 2022
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Debt in a time of rising rates

In June, the Bank of Canada raised rates for the second time this year, putting the benchmark interest rate at 1.5%. How will rising rates…

  • June 17, 2022

Insurance Guide 2022

In this year’s Insurance Guide, we explain how to sell critical illness insurance to corporations, how the ban on the sale of deferred sales charge…

  • June 12, 2022

Advisors’ Report Card 2022

Findings from the 2022 Report Card series showed advisors continue to highly value business freedom as well as strong leadership from their firms

  • October 10, 2022
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Insurance Advisors’ Report Card 2022

Canada’s insurance advisors are demanding more from their firms and leadership teams

  • September 18, 2022
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Report Card on Banks 2022

While certain ratings remained flat year over year, branch-based advisors weren't shy about expressing their concerns

  • August 28, 2022
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Dealers’ Report Card 2022

Whether advisors in the dealer space are talking about choosing products or business tools, the flexibility offered by their firms often is the key to…

  • June 12, 2022
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ETF Guide 2022

Manufacturers adjust to a new investment environment

  • October 10, 2022
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ETF Guide 2021

From cryptoassets to carbon offsets, Canadian ETFs keep adapting to investor demand

  • October 11, 2021

Insurance Guide 2021

In this year's Insurance Guide, we deliver the goods on par policy dividends, insurance-tracking shares, how to buy a book of business — and so…

  • June 13, 2021

ETF Guide 2020

In a year of market turmoil, ETFs are breaking sales records. How has the crisis affected these products?

  • September 20, 2020