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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
Parliament Hill, Ottawa, Canada

Budget 2017

News and insight from the federal budget tabled on March 22

  • March 24, 2017
Businessman Walk Over Cliff Gap Risk Mountain Balancing Flat Illustration

How not to get sued

Ellen Bessner, partner, Babin Bessner Spry LLP, speaks with host Dan Richards about the most common reasons advisors get sued and how to steer clear…

  • March 20, 2017
checking stock market data on a mobile device

The Tech Revolution

Embracing technology — not competing with it — is the key to success

  • February 14, 2017

Quebec’s Financial Personality of the Year: 2009-16

Current and past winners from Finance et Investissement's (FI) Top 25 ranking of Quebec’s financial services sector

  • February 8, 2017
Peggy's Cove Lighthouse Nova Scotia

Report on the Nation 2017

A province-by-province economic report from the February 2017 issue of Investment Executive

  • January 31, 2017
Business meeting concept illustration in an aerial view with people sitting around a conference table

Equity-income roundtable, Winter 2017

Morningstar columnist Sonita Horvitch moderates a discussion with three equity-income mutual fund managers

  • January 27, 2017

Conquering communication

A web-exclusive series on refining your communication strategy in 2017

  • January 26, 2017