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Latest Special Reports

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
businessman with binoculars

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
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