Latest Special Reports

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
Parliament Hill, Ottawa, Canada

Canada Votes 2019

Canada's 43rd election takes place on Oct. 21, and Investment Executive has been exploring all the issues that matter to financial advisors and their clients.…

  • October 24, 2019
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CRA income tax folio on advantages

The Canada Revenue Agency recently released its income tax folio on advantages for registered plans. Here's what advisors need to know.

  • October 16, 2019
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IFB Toronto Spring Summit 2019

Insights from the Independent Financial Brokers of Canada’s spring summit in Mississauga, Ont.

  • April 29, 2019
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Budget 2019

News and insight from the 2019 federal budget

  • April 2, 2019
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Consumer Insights

A monthly examination of the complex interplay among Canadian consumers, money and financial advice

  • March 8, 2019
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Advisors and Technology

How advisors and the financial services industry are embracing technology

  • February 11, 2019
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Outlook 2019: Financial services industry facing many challenges

The overaching theme for the coming year is uncertainty

  • January 20, 2019
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A Decade of Change

Investment Executive reviews the long-term impact the global financial crisis has had on the financial services sector

  • January 20, 2019
Attend our ETF Summit

Investment Executive’s ETF Summit 2018

On Oct. 3, Investment Executive co-hosted a summit discussing the benefits and challenges of using ETFs.

  • December 17, 2018