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Latest Special Reports

Calculator pen, balance sheet and statistics for sales and taxes

Special Report on Taxes 2017

Playing by the new rules

  • October 25, 2017
small icebergs in bay; Fogo Island, Newfoundland

The technology tsunami: How to ride the tide

A massive wave of technological change is redefining the way financial advisors do business

  • October 24, 2017
dollar boat in the bad weather illustration economic instability

Reining in risk

A web-exclusive series on strategies for managing risk

  • September 27, 2017
Businessman calculating and checking articles of agreemen

Advisors and the CRA: Managing mistakes, audits and penalties

Tips on steering your business and clients clear of tax troubles.

  • September 24, 2017
last will and testament waiting to be filled and signed

Avoiding estate planning pitfalls

A four-part video series highlighting the best practices advisors need to know

  • July 17, 2017
Downtown office buildings Toronto

Innovation on Bay Street

A web-exclusive series on fintech innovation hubs

  • July 6, 2017
Paper family of four under a paper cutout insurance umbrella

CAILBA National Conference 2017

News and insight from the annual national Canadian Association of Independent Life Brokerage Agencies conference in Niagara-on-the-lake, Ont.

  • June 8, 2017
Rideau Canal skating rink, Parliament of Canada in winter

CIFPs National Conference 2017

News and insight from the 15th annual national Canadian Institute of Financial Planners conference in Ottawa

  • June 6, 2017
Toronto sign in Nathan Phillips Square with Old City Hall and downtown buildings in the back

IFB 2017 Toronto Spring Summit

News and insight from the Independent Financial Brokers of Canada's Spring Summit in Toronto

  • June 1, 2017
Financial technology business investment concept illustration with data computer background

The cybersecurity challenge

A web-exclusive series on protecting against cyberthreats

  • April 28, 2017

A universal approach

A web-exclusive series on universal life insurance

  • April 5, 2017

The New Paradigm of Financial Advice

New technologies, new regulations, new business models

  • March 31, 2017