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Latest Special Reports

Canadian Parliament Building at Dusk

Budget 2024

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

  • June 21, 2024
Judge gavel, scales of justice and law books in court

The Bridging Finance case

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

  • June 13, 2024
Magnifying glass on documents

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…

  • June 11, 2024
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Insurance Guide 2024

We look at suitability, underwriting, insurance sales and much more in this year's edition

  • May 12, 2024
Businessman with yellow insurance umbrella looking over city

Insurance Advisor Report

Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends

  • April 22, 2024
investment growth

Focus on ESG 2024

We look at carbon credits, regulations, ESG and private equity, and more.

  • March 10, 2024
Romantic Senior Couple Sitting On Wooden Jetty By Lake

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…

  • November 12, 2023
House of Commons in Ottawa

Budget 2023

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

  • June 23, 2023
Now hiring sign

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…

  • June 9, 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
factory

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