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Latest Special Reports

Halifax, Nova Scotia, Waterfront

CIFPs National Conference 2018

News and insight from the 16th annual national Canadian Institute of Financial Planners conference in Halifax

  • June 15, 2018
Businessman in spotlight Human resource recruitment success employee illustration appointment notice new job

Consumer Insights

A monthly examination of the complex interplay among Canadian consumers, money and financial advice

  • May 31, 2018
business people sitting in a row and applauding

Canadian Funds Summit 2018

News from the the fourth annual conference in Toronto

  • May 16, 2018
Macro view of laptop computer, tablet and smarphone

Advisors and technology

A brave new way to do business

  • May 3, 2018
law regulations paper flat illustration

New rules for advisors and financial planners?

The Ontario government assigned an expert committee to study the regulation of financial planning and financial advice in April 2015

  • March 16, 2018
Front view of the Parliament building in Ottawa, late winter, early spring

Budget 2018

News and insight from the 2018 federal budget

  • February 28, 2018
Building silhouettes of a city and Canadian flag

Report on the Nation 2018

A special report on the outlook for Canada’s economy

  • February 27, 2018
Blockchain concept over city background

The blockchain effect

How blockchain technology is impacting financial services

  • February 20, 2018
Business man drawing growth chart economic success

Growing your practice

A web-exclusive series on strategies for expanding your business in 2018

  • January 31, 2018
Mountain Range in British Columbia`

Refresher on Responsible Investing

How investors use environmental, social and governance factors

  • January 26, 2018
businessman with binoculars

Outlook 2018: Prospects for the Financial Services Sector

Investment Executive examines the major trends affecting the sector in 2018

  • January 14, 2018
Couple getting financial retirement advice from consultant at home

Estate planning in a shifting landscape

Important estate planning changes impacting trusts, longevity planning and tax structures

  • November 19, 2017