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Latest Special Reports

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Canadian Funds Summit 2018

News from the the fourth annual conference in Toronto

  • May 16, 2018
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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
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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
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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
Scenic mature couple holding hands together and looking abroad during retirement vacation

Special Report on Retirement 2017

Help clients overcome the fear of running out of money

  • November 14, 2017
Toronto skyline from center island

IFB 2017 Toronto Fall Summit

News and insights from the Independent Financial Brokers’ annual event in Mississauga, Ont.

  • November 7, 2017