Latest Special Reports

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

News and insight from the 2018 federal budget

How blockchain technology is impacting financial services

A special report on the outlook for Canada’s economy

A web-exclusive series on strategies for expanding your business in 2018

How investors use environmental, social and governance factors

Investment Executive examines the major trends affecting the sector in 2018

Important estate planning changes impacting trusts, longevity planning and tax structures

Help clients overcome the fear of running out of money

News and insights from the Independent Financial Brokers’ annual event in Mississauga, Ont.

Playing by the new rules

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