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…
Featured In Depth
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
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.
Dealers’ Report Card 2023
Dealer firms may be losing ground in their quest for financial advisors’ approval, according to this year's Report Card
The Bridging Finance case
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
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…
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…
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
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
Insurance Advisors’ Report Card 2022
Canada’s insurance advisors are demanding more from their firms and leadership teams
- September 18, 2022
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
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
ETF Guide 2023
First-mover advantage, how small players survive, liquid alts turn 5, and more
- October 14, 2023
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