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Special Report on Retirement 2023

Clients retiring today are living longer, and many have changed jobs throughout their careers — sometimes including work overseas. This year’s Special Report on Retirement…

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The case of Emerge ETFs

The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…

Advisors’ Report Card 2023

Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms

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Report Card on Banks 2023

Branch-based advisors and planners said they appreciated certain support offered by their banks, but there's still room for improvement. 

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Dealers’ Report Card 2023

Dealer firms may be losing ground in their quest for financial advisors’ approval, according to this year's Report Card

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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.

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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…

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Running an advisor team

Many successful financial advisors find that running a team is one of the most difficult parts of their role. This special report includes tips for…

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Budget 2023

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

  • June 23, 2023

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…

  • May 7, 2023

Focus on ESG 2023

New rules and the changing market environment for ESG products

  • April 10, 2023

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…

  • March 12, 2023

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
early bird gets the worm

ETF Guide 2023

First-mover advantage, how small players survive, liquid alts turn 5, and more

  • October 14, 2023
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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