Latest Special Reports

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
Focus on Mutual Funds Special Report

Focus on Mutual Funds

Exploring the state of Canada's mutual fund industry

  • November 27, 2018
usinessman pole vaulting over a huge tax problem

Special Report on Taxes 2018

Easing the burden for your clients

  • November 19, 2018
Mature couple travelling with backpacks and laptop

Planning for the New Retirement

Help clients navigate the many necessary decisions as they prepare for retirement

  • November 8, 2018
world map, emerging markets and international global businesses

Investing in Emerging Markets

Emerging markets offer investors opportunities in a diverse range of countries and sectors at different stages of their growth cycle

  • November 8, 2018
pen, magnifying glass and financial graphs

Report on Fixed-Income

This series offers advisors insight on how to help navigate fixed-income markets

  • October 10, 2018
birthday candle

Small business tax changes, one year later

It’s been one year since Finance Canada released the controversial proposals, which are now law.

  • July 18, 2018
Business man at a fork in the road

The end of embedded commissions? How we got here

The Canadian Securities Administrators has decided not to ban embedded commissions after all

  • June 22, 2018
Halifax, Nova Scotia, Waterfront

CIFPs National Conference 2018

News and insight from the 16th annual national Canadian Institute of Financial Planners conference in Halifax

  • June 15, 2018
business people sitting in a row and applauding

Canadian Funds Summit 2018

News from the the fourth annual conference in Toronto

  • May 16, 2018
Macro view of laptop computer, tablet and smarphone

Advisors and technology

A brave new way to do business

  • May 3, 2018
law regulations paper flat illustration

New rules for advisors and financial planners?

The Ontario government assigned an expert committee to study the regulation of financial planning and financial advice in April 2015

  • March 16, 2018