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Insurance Advisor Report

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

  • February 11, 2024
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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…

  • February 2, 2024
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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.

  • January 22, 2024
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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…

  • November 12, 2023
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Budget 2023

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

  • June 23, 2023
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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…

  • 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

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
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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

  • February 12, 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…

  • November 20, 2022
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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…

  • October 30, 2022