Latest Special Reports

Donations and considerations

A web-exclusive series on charitable giving

The most read columns of the year from Investment Executive’s panel of experts

A four-part series on holiday parties for advisors

Morningstar columnist Sonita Horvitch moderates a discussion with three global equity managers

A three-part series on contacting referrals

A web-exclusive series on client appreciation

A three-part series on working with centres of influence. In part one, focus on services for your clients. In part two, learning more about a…

A special feature from the Mid-November 2014 issue of Investment Executive, plus two web-exclusive articles and a video.

Morningstar columnist Sonita Horvitch moderates a discussion with three Canadian equity fund managers

A three-part series on alternative investments

A web-exclusive series on estate planning for clients with blended families and other complex circumstances

What to say to clients about the third quarter and an outlook for the period ahead