Latest Special Reports

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Special Report on Technology 2021

Staying on top of trends in technology is essential if you want to take your business to the next level.

  • February 21, 2021
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Outlook 2021

Looking ahead to the economic recovery, the outlook for equities and bonds, and innovations in insurance.

  • January 24, 2021
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Equities: a global view

How are the coronavirus, massive government stimulus and rock-bottom interest rates affecting stock markets around the world?

  • December 8, 2020
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Fall Economic Statement 2020

The federal Liberals are proposing $25 billion in new spending to help Canadian businesses and workers make it through a Covid-19 winter and vowing tens…

  • November 30, 2020
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Special Report on Retirement 2020

The pandemic may have thrown a wrench in your clients’ retirement plans, but we’ve got tips on how to guide your retired clients and pre-retirees…

  • November 1, 2020
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Special Report on Taxes 2020

The pandemic has thrown a wrench in planning for the 2020 tax year, but you can help guide your clients through these challenging times.

  • October 8, 2020
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ESG after a crisis

Covid-19 and global protests demanding social justice have left investors wondering how they can make a difference

  • September 9, 2020
Special Report on Technology 2020

Special Report on Technology

Whether you're looking for tech tools to modernize your practice, fintech fads for your clients or investment opportunities in the tech sector, we've got you…

  • January 30, 2020
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Outlook 2020

The investment industry starts the year from a position of strength

  • January 16, 2020
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Understanding Responsible Investing

Many clients want to align their investments with their values. You can help them achieve their financial goals by getting up to speed on responsible investing.

  • January 5, 2020
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Special Report on Retirement 2019

In this special feature: helping clients build an RI retirement savings plan, tackling longevity risk, making sure older clients have adequate insurance and much more.

  • November 14, 2019
Special Report on Taxes, November 2019

Special Report on Taxes 2019

Investment Executive brings you insights on tax audits for HNW clients, clawbacks for small business owners, higher exemption thresholds for U.S. estate taxes, fee caps…

  • October 31, 2019