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Latest Special Reports

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
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